Shelton Capital Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Sell |
128,962
-119
| -0.1% | -$5.17K | 0.13% | 148 |
|
|
2025
Q1 | $5.95M | Sell |
129,081
-5,393
| -4% | -$249K | 0.14% | 144 |
|
|
2024
Q4 | $5.06M | Hold |
134,474
| – | – | 0.13% | 155 |
|
|
2024
Q3 | $5.45M | Sell |
134,474
-310
| -0.2% | -$12.6K | 0.14% | 143 |
|
|
2024
Q2 | $4.66M | Hold |
134,784
| – | – | 0.13% | 156 |
|
|
2024
Q1 | $5.06M | Buy |
134,784
+2,913
| +2% | +$109K | 0.14% | 157 |
|
|
2023
Q4 | $4.73M | Buy |
131,871
+10,894
| +9% | +$391K | 0.15% | 157 |
|
|
2023
Q3 | $4.57M | Buy |
120,977
+23,968
| +25% | +$906K | 0.17% | 148 |
|
|
2023
Q2 | $3.95M | Buy |
97,009
+3,417
| +4% | +$139K | 0.14% | 152 |
|
|
2023
Q1 | $3.92M | Buy |
93,592
+15,205
| +19% | +$637K | 0.16% | 137 |
|
|
2022
Q4 | $3.39M | Sell |
78,387
-23,006
| -23% | -$995K | 0.35% | 88 |
|
|
2022
Q3 | $3.8M | Buy |
101,393
+2,173
| +2% | +$81.4K | 0.18% | 130 |
|
|
2022
Q2 | $4.5M | Sell |
99,220
-1,802
| -2% | -$81.7K | 0.2% | 111 |
|
|
2022
Q1 | $4.81M | Sell |
101,022
-40,611
| -29% | -$1.93M | 0.18% | 125 |
|
|
2021
Q4 | $5.84M | Buy |
141,633
+4,215
| +3% | +$174K | 0.21% | 103 |
|
|
2021
Q3 | $4.74M | Buy |
137,418
+2,255
| +2% | +$77.8K | 0.19% | 118 |
|
|
2021
Q2 | $4.27M | Hold |
135,163
| – | – | 0.16% | 135 |
|
|
2021
Q1 | $4.22M | Buy |
135,163
+10,850
| +9% | +$339K | 0.15% | 140 |
|
|
2020
Q4 | $3.74M | Sell |
124,313
-461
| -0.4% | -$13.9K | 0.17% | 124 |
|
|
2020
Q3 | $3.18M | Hold |
124,774
| – | – | 0.13% | 172 |
|
|
2020
Q2 | $3.23M | Hold |
124,774
| – | – | 0.18% | 109 |
|
|
2020
Q1 | $3.28M | Buy |
124,774
+100,146
| +407% | +$2.63M | 0.24% | 83 |
|
|
2019
Q4 | $801K | Sell |
24,628
-2,485
| -9% | -$80.8K | 0.04% | 258 |
|
|
2019
Q3 | $934K | Hold |
27,113
| – | – | 0.06% | 230 |
|
|
2019
Q2 | $927K | Buy |
27,113
+25,740
| +1,875% | +$880K | 0.05% | 238 |
|
|
2019
Q1 | $19.5K | Sell |
1,373
-26,070
| -95% | -$371K | 0.08% | 236 |
|
|
2018
Q4 | $883K | Buy |
27,443
+2,300
| +9% | +$74K | 0.06% | 225 |
|
|
2018
Q3 | $783K | Sell |
25,143
-17,946
| -42% | -$559K | 0.04% | 260 |
|
|
2018
Q2 | $1.31M | Sell |
43,089
-6,870
| -14% | -$209K | 0.08% | 199 |
|
|
2018
Q1 | $1.39M | Hold |
49,959
| – | – | 0.09% | 184 |
|
|
2017
Q4 | $1.4M | Hold |
49,959
| – | – | 0.09% | 186 |
|
|
2017
Q3 | $1.34M | Sell |
49,959
-5,468
| -10% | -$147K | 0.09% | 193 |
|
|
2017
Q2 | $1.43M | Buy |
55,427
+5,468
| +11% | +$141K | 0.1% | 184 |
|
|
2017
Q1 | $1.28M | Hold |
49,959
| – | – | 0.09% | 191 |
|
|
2016
Q4 | $1.27M | Sell |
49,959
-179
| -0.4% | -$4.53K | 0.1% | 198 |
|
|
2016
Q3 | $1.19M | Hold |
50,138
| – | – | 0.1% | 184 |
|
|
2016
Q2 | $1.3M | Sell |
50,138
-982
| -2% | -$25.5K | 0.11% | 161 |
|
|
2016
Q1 | $1.31M | Sell |
51,120
-5,748
| -10% | -$147K | 0.12% | 164 |
|
|
2015
Q4 | $1.13M | Sell |
56,868
-701
| -1% | -$13.9K | 0.11% | 175 |
|
|
2015
Q3 | $1.22M | Sell |
57,569
-1,037
| -2% | -$22K | 0.13% | 149 |
|
|
2015
Q2 | $1.31M | Buy |
58,606
+600
| +1% | +$13.4K | 0.14% | 144 |
|
|
2015
Q1 | $1.39M | Buy |
58,006
+476
| +0.8% | +$11.4K | 0.15% | 140 |
|
|
2014
Q4 | $1.52M | Buy |
57,530
+21,178
| +58% | +$560K | 0.18% | 119 |
|
|
2014
Q3 | $884K | Hold |
36,352
| – | – | 0.12% | 173 |
|
|
2014
Q2 | $946K | Hold |
36,352
| – | – | 0.13% | 158 |
|
|
2014
Q1 | $870K | Buy |
36,352
+1,402
| +4% | +$33.6K | 0.13% | 163 |
|
|
2013
Q4 | $683K | Hold |
34,950
| – | – | 0.1% | 206 |
|
|
2013
Q3 | $739K | Hold |
34,950
| – | – | 0.12% | 174 |
|
|
2013
Q2 | $770K | Buy |
+34,950
| New | +$770K | 0.14% | 150 |
|