RBA
Richard Bernstein Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Hold |
121,672
| – | – | 0.13% | 64 |
|
|
2025
Q1 | $5.61M | Sell |
121,672
-6,357
| -5% | -$293K | 0.14% | 51 |
|
|
2024
Q4 | $4.82M | Buy |
128,029
+57,111
| +81% | +$2.15M | 0.11% | 76 |
|
|
2024
Q3 | $2.88M | Hold |
70,918
| – | – | 0.06% | 174 |
|
|
2024
Q2 | $2.45M | Hold |
70,918
| – | – | 0.05% | 185 |
|
|
2024
Q1 | $2.66M | Hold |
70,918
| – | – | 0.06% | 182 |
|
|
2023
Q4 | $2.55M | Buy |
70,918
+45
| +0.1% | +$1.62K | 0.06% | 173 |
|
|
2023
Q3 | $2.68M | Hold |
70,873
| – | – | 0.06% | 157 |
|
|
2023
Q2 | $2.89M | Hold |
70,873
| – | – | 0.06% | 115 |
|
|
2023
Q1 | $2.97M | Hold |
70,873
| – | – | 0.06% | 120 |
|
|
2022
Q4 | $3.06M | Hold |
70,873
| – | – | 0.07% | 121 |
|
|
2022
Q3 | $2.65M | Sell |
70,873
-19,105
| -21% | -$715K | 0.07% | 138 |
|
|
2022
Q2 | $4.08M | Hold |
89,978
| – | – | 0.09% | 111 |
|
|
2022
Q1 | $4.3M | Buy |
+89,978
| New | +$4.3M | 0.09% | 122 |
|