Valeo Financial Advisors, LLC Exelon Corp Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Exelon Corp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 6,492 shares of EXC stock, worth $281,687. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,492

Previous 5,669 14.52%

Holding current value

$281,687

Previous $229,000 6.55%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$36.22 - $40.97 $29,809 - $33,718	823 Added 14.52%	6,492 $244,000
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

# of Institutions

1,209

Shares Held

802M

Call Options Held

3.49M

Put Options Held

2.58M

View Full List

About EXELON CORP

Ticker EXC
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 993,467,008
Market Cap $43.1B
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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Valeo Financial Advisors, LLC Exelon Corp Transaction History