A detailed history of Confluence Wealth Services, Inc. transactions in Exelon Corp stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 8,922 shares of EXC stock, worth $350,634. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,922
Previous 10,243 12.9%
Holding current value
$350,634
Previous $354,000 1.98%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$34.24 - $40.55 $45,231 - $53,566
-1,321 Reduced 12.9%
8,922 $361,000
Q1 2024

Apr 22, 2024

BUY
$33.62 - $37.57 $37,015 - $41,364
1,101 Added 12.04%
10,243 $384,000
Q4 2023

Jan 25, 2024

SELL
$34.45 - $41.0 $689 - $820
-20 Reduced 0.22%
9,142 $328,000
Q2 2023

Aug 01, 2023

BUY
$39.26 - $43.61 $1,256 - $1,395
32 Added 0.35%
9,162 $373,000
Q1 2023

May 11, 2023

BUY
$39.2 - $44.15 $3,606 - $4,061
92 Added 1.02%
9,130 $382,000
Q4 2022

Feb 10, 2023

BUY
$35.54 - $43.23 $355 - $432
10 Added 0.11%
9,038 $390,000
Q3 2022

Nov 08, 2022

SELL
$37.46 - $46.7 $50,983 - $63,558
-1,361 Reduced 13.1%
9,028 $338,000
Q2 2022

Aug 15, 2022

BUY
$40.91 - $50.25 $47,169 - $57,938
1,153 Added 12.48%
10,389 $474,000
Q1 2022

Apr 26, 2022

BUY
$39.56 - $47.63 $395 - $476
10 Added 0.11%
9,236 $439,000
Q4 2021

Feb 10, 2022

BUY
$33.93 - $41.2 $313,038 - $380,111
9,226 New
9,226 $532,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $39B
  • Description
  • Exelon Corporation, a utility services holding company, engages in the energy generation, delivery, and marketing businesses in the United States and Canada. It owns nuclear, fossil, wind, hydroelectric, biomass, and solar generating facilities. The company also sells electricity to wholesale and retail customers; and sells natural gas, renewabl...
More about EXC
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