A detailed history of Tria Gen Wealth Management LLC transactions in Exelon Corp stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 13,860 shares of EXC stock, worth $636,728. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,860
Previous 14,050 1.35%
Holding current value
$636,728
Previous $610,000 2.13%
% of portfolio
0.18%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

SELL
$42.73 - $45.54 $8,118 - $8,652
-190 Reduced 1.35%
13,860 $623,000
Q2 2025

Jul 23, 2025

BUY
$42.2 - $47.37 $4,262 - $4,784
101 Added 0.72%
14,050 $610,000
Q1 2025

May 13, 2025

BUY
$37.3 - $46.08 $520,297 - $642,769
13,949 New
13,949 $642,000
Q2 2022

Jul 29, 2022

SELL
$40.91 - $50.25 $610,336 - $749,679
-14,919 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$39.56 - $47.63 $315,767 - $380,182
7,982 Added 115.06%
14,919 $711,000
Q2 2021

Aug 02, 2021

SELL
$30.75 - $33.6 $114,636 - $125,260
-3,728 Reduced 34.96%
6,937 $325,000
Q4 2020

Feb 02, 2021

BUY
$25.56 - $31.27 $272,597 - $333,494
10,665 New
10,665 $450,000

Others Institutions Holding EXC

About EXELON CORP


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