A detailed history of Kingswood Wealth Advisors, LLC transactions in Exelon Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 19,969 shares of EXC stock, worth $749,236. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,969
Previous 10,946 82.43%
Holding current value
$749,236
Previous $379 Million 113.73%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Oct 21, 2024

BUY
$34.24 - $40.55 $308,947 - $365,882
9,023 Added 82.43%
19,969 $810 Million
Q2 2024

Jul 09, 2024

SELL
$34.61 - $38.73 $56,864 - $63,633
-1,643 Reduced 13.05%
10,946 $379 Million
Q1 2024

Apr 15, 2024

BUY
$33.62 - $37.57 $423,242 - $472,968
12,589 New
12,589 $473 Million
Q3 2023

Oct 23, 2023

BUY
$37.79 - $43.2 $569,759 - $651,326
15,077 New
15,077 $570 Million

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $37.3B
  • 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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