A detailed history of Valeo Financial Advisors, LLC transactions in Exelon Corp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 5,669 shares of EXC stock, worth $212,700. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,669
Holding current value
$212,700
% of portfolio
0.01%

Shares

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

Oct 10, 2024

BUY
$34.24 - $40.55 $194,106 - $229,877
5,669 New
5,669 $229,000
Q1 2024

Apr 25, 2024

BUY
$33.62 - $37.57 $2,555 - $2,855
76 Added 1.19%
6,453 $242,000
Q1 2024

Apr 19, 2024

BUY
$33.62 - $37.57 $214,394 - $239,583
6,377 New
6,377 $239,000
Q3 2023

Oct 19, 2023

BUY
$37.79 - $43.2 $266,268 - $304,387
7,046 New
7,046 $266,000
Q1 2023

Apr 17, 2023

BUY
$39.2 - $44.15 $244,529 - $275,407
6,238 New
6,238 $261,000
Q2 2021

Jul 22, 2021

SELL
$30.75 - $33.6 $26,937 - $29,433
-876 Closed
0 $0
Q3 2020

Oct 28, 2020

SELL
$24.59 - $28.1 $25,155 - $28,746
-1,023 Reduced 53.87%
876 $31,000
Q2 2020

Jul 20, 2020

SELL
$23.36 - $29.86 $40,576 - $51,866
-1,737 Reduced 47.77%
1,899 $69,000
Q1 2020

Apr 13, 2020

BUY
$21.38 - $35.93 $13,619 - $22,887
637 Added 21.24%
3,636 $141,000
Q4 2019

Jan 24, 2020

SELL
$31.26 - $34.56 $11,253 - $12,441
-360 Reduced 10.72%
2,999 $137,000
Q3 2019

Oct 15, 2019

SELL
$31.67 - $35.34 $15,835 - $17,670
-500 Reduced 12.96%
3,359 $162,000
Q2 2019

Jul 10, 2019

SELL
$33.92 - $36.34 $848 - $908
-25 Reduced 0.64%
3,859 $185,000
Q4 2018

Jan 30, 2019

SELL
$30.48 - $33.57 $47,091 - $51,865
-1,545 Reduced 28.46%
3,884 $175,000
Q3 2018

Nov 01, 2018

BUY
$29.68 - $31.83 $742 - $795
25 Added 0.46%
5,429 $238,000
Q2 2018

Aug 14, 2018

BUY
$26.93 - $30.39 $3,985 - $4,497
148 Added 2.82%
5,404 $234,000
Q4 2017

Feb 09, 2018

BUY
$26.99 - $30.24 $1,214 - $1,360
45 Added 0.86%
5,256 $207,000
Q3 2017

Nov 14, 2017

BUY
$26.33 - $27.5 $137,205 - $143,302
5,211
5,211 $196,000

Others Institutions Holding EXC

About EXELON CORP


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

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.