Montag A & Associates Inc Exelon Corp Transaction History

Montag A & Associates Inc

$2.14 Billion
Q3 2025

A detailed history of Montag A & Associates Inc transactions in Exelon Corp stock. As of the latest transaction made, Montag A & Associates Inc holds 777 shares of EXC stock, worth $35,695. This represents 0.0% of its overall portfolio holdings.

Number of Shares

777

Previous 1,730 55.09%

Holding current value

$35,695

Previous $75,000 54.67%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$42.73 - $45.54 $40,721 - $43,399	-953 Reduced 55.09%	777 $34,000
Q2 2025 Aug 07, 2025	BUY	$42.2 - $47.37 $2,700 - $3,031	64 Added 3.84%	1,730 $75,000
Q1 2025 May 05, 2025	BUY	$37.3 - $46.08 $3,394 - $4,193	91 Added 5.78%	1,666 $76,000
Q4 2020 Feb 12, 2021	BUY	$25.56 - $31.27 $40,257 - $49,250	1,575 New	1,575 $66,000
Q4 2019 Feb 05, 2020	SELL	$31.26 - $34.56 $1.15 Million - $1.27 Million	-36,724 Closed	0 $0

Q3 2019 Nov 04, 2019	SELL	$31.67 - $35.34 $11,084 - $12,369	-350 Reduced 0.94%	36,724 $1.77 Million
Q2 2019 Aug 06, 2019	BUY	$33.92 - $36.34 $25,100 - $26,891	740 Added 2.04%	37,074 $1.78 Million
Q1 2019 May 01, 2019	SELL	$31.43 - $36.15 $384,483 - $442,222	-12,233 Reduced 25.19%	36,334 $1.82 Million
Q4 2018 Feb 06, 2019	BUY	$30.48 - $33.57 $9,966 - $10,977	327 Added 0.68%	48,567 $2.19 Million
Q3 2018 Nov 07, 2018	SELL	$29.68 - $31.83 $208,353 - $223,446	-7,020 Reduced 12.7%	48,240 $2.11 Million
Q2 2018 Aug 01, 2018	SELL	$26.93 - $30.39 $508,788 - $574,158	-18,893 Reduced 25.48%	55,260 $2.35 Million
Q1 2018 May 07, 2018	BUY	$25.66 - $28.24 $1.9 Million - $2.09 Million	74,153 New	74,153 $2.89 Million

Others Institutions Holding EXC

# of Institutions

1,385

Shares Held

832M

Call Options Held

4.78M

Put Options Held

2.69M

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $45.6B
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...

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Montag A & Associates Inc Exelon Corp Transaction History