E. Ohman J:or Asset Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.99M | Hold |
42,724
| – | – | 0.05% | 206 |
|
|
2026
Q1 | $2.09M | Hold |
42,724
| – | – | 0.06% | 178 |
|
|
2025
Q4 | $1.86M | Sell |
42,724
-2,000
| -4% | -$91.3K | 0.04% | 195 |
|
|
2025
Q3 | $2.01M | Buy |
44,724
+3,000
| +7% | +$132K | 0.05% | 181 |
|
|
2025
Q2 | $1.81M | Hold |
41,724
| – | – | 0.05% | 188 |
|
|
2025
Q1 | $1.92M | Sell |
41,724
-2,300
| -5% | -$96.1K | 0.05% | 181 |
|
|
2024
Q4 | $1.66M | Buy |
44,024
+3,800
| +9% | +$147K | 0.04% | 201 |
|
|
2024
Q3 | $1.63M | Hold |
40,224
| – | – | 0.04% | 188 |
|
|
2024
Q2 | $1.39M | Hold |
40,224
| – | – | 0.03% | 209 |
|
|
2024
Q1 | $1.51M | Buy |
40,224
+3,000
| +8% | +$107K | 0.04% | 199 |
|
|
2023
Q4 | $1.34M | Sell |
37,224
-7,700
| -17% | -$297K | 0.05% | 195 |
|
|
2023
Q3 | $1.7M | Hold |
44,924
| – | – | 0.06% | 160 |
|
|
2023
Q2 | $1.83M | Hold |
44,924
| – | – | 0.07% | 161 |
|
|
2023
Q1 | $1.88M | Buy |
44,924
+3,700
| +9% | +$154K | 0.07% | 156 |
|
|
2022
Q4 | $1.78M | Sell |
41,224
-500
| -1% | -$19.8K | 0.08% | 154 |
|
|
2022
Q3 | $1.56M | Sell |
41,724
-2,300
| -5% | -$102K | 0.07% | 167 |
|
|
2022
Q2 | $2M | Sell |
44,024
-3,600
| -8% | -$169K | 0.09% | 134 |
|
|
2022
Q1 | $2.27M | Sell |
47,624
-19,145
| -29% | -$811K | 0.08% | 151 |
|
|
2021
Q4 | $2.75M | Buy |
66,769
+4,627
| +7% | +$174K | 0.08% | 153 |
|
|
2021
Q3 | $2.14M | Buy |
62,142
+5,608
| +10% | +$192K | 0.07% | 167 |
|
|
2021
Q2 | $1.79M | Sell |
56,534
-7,010
| -11% | -$226K | 0.06% | 200 |
|
|
2021
Q1 | $1.98M | Buy |
63,544
+1,402
| +2% | +$42.1K | 0.07% | 154 |
|
|
2020
Q4 | $1.87M | Buy |
62,142
+5,608
| +10% | +$166K | 0.08% | 142 |
|
|
2020
Q3 | $1.44M | Buy |
56,534
+3,224
| +6% | +$85.5K | 0.07% | 139 |
|
|
2020
Q2 | $1.38M | Buy |
53,310
+4,206
| +9% | +$112K | 0.08% | 135 |
|
|
2020
Q1 | $1.29M | Sell |
49,104
-17,805
| -27% | -$560K | 0.09% | 118 |
|
|
2019
Q4 | $2.18M | Buy |
66,909
+5,922
| +10% | +$192K | 0.12% | 109 |
|
|
2019
Q3 | $2.1M | Buy |
60,987
+3,645
| +6% | +$122K | 0.13% | 101 |
|
|
2019
Q2 | $1.96M | Buy |
57,342
+3,505
| +7% | +$124K | 0.13% | 96 |
|
|
2019
Q1 | $1.92M | Sell |
53,837
-3,645
| -6% | -$124K | 0.13% | 97 |
|
|
2018
Q4 | $1.85M | Sell |
57,482
-9,674
| -14% | -$309K | 0.13% | 99 |
|
|
2018
Q3 | $2.09M | Buy |
67,156
+12,198
| +22% | +$375K | 0.14% | 106 |
|
|
2018
Q2 | $1.67M | Buy |
54,958
+14,300
| +35% | +$409K | 0.12% | 123 |
|
|
2018
Q1 | $1.13M | Sell |
40,658
-3,225
| -7% | -$87.1K | 0.09% | 140 |
|
|
2017
Q4 | $1.23M | Buy |
43,883
+8,412
| +24% | +$242K | 0.1% | 132 |
|
|
2017
Q3 | $953K | Hold |
35,471
| – | – | 0.08% | 161 |
|
|
2017
Q2 | $913K | Hold |
35,471
| – | – | 0.09% | 157 |
|
|
2017
Q1 | $910K | Buy |
35,471
+6,450
| +22% | +$164K | 0.11% | 156 |
|
|
2016
Q4 | $735K | Hold |
29,021
| – | – | 0.1% | 153 |
|
|
2016
Q3 | $689K | Buy |
29,021
+4,346
| +18% | +$109K | 0.1% | 151 |
|
|
2016
Q2 | $640K | Hold |
24,675
| – | – | 0.11% | 147 |
|
|
2016
Q1 | $631K | Hold |
24,675
| – | – | 0.11% | 139 |
|
|
2015
Q4 | $489K | Hold |
24,675
| – | – | 0.09% | 171 |
|
|
2015
Q3 | $523K | Hold |
24,675
| – | – | 0.14% | 135 |
|
|
2015
Q2 | $553K | Hold |
24,675
| – | – | 0.13% | 152 |
|
|
2015
Q1 | $592K | Hold |
24,675
| – | – | 0.14% | 153 |
|
|
2014
Q4 | $671K | Hold |
24,675
| – | – | 0.16% | 136 |
|
|
2014
Q3 | $600K | Hold |
24,675
| – | – | 0.15% | 140 |
|
|
2014
Q2 | $642K | Hold |
24,675
| – | – | 0.16% | 137 |
|
|
2014
Q1 | $591K | Sell |
24,675
-6,309
| -20% | -$133K | 0.15% | 153 |
|
|
2013
Q4 | $607K | Hold |
30,984
| – | – | 0.14% | 150 |
|
|
2013
Q3 | $655K | Hold |
30,984
| – | – | 0.17% | 126 |
|
|
2013
Q2 | $682K | Buy |
+30,984
| New | +$752K | 0.19% | 117 |
|
Other funds holding EXC
AP
OTPPB
E. Ohman J:or Asset Management's EXC Position: Q2 2026 in Review
E. Ohman J:or Asset Management held its Exelon (EXC) position steady in Q2 2026 at 42,724 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #206.
E. Ohman J:or Asset Management first reported a position in EXC in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.75M in Q4 2021. 818 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- E. Ohman J:or Asset Management held 42,724 shares of Exelon worth $1.99M as of Q2 2026.
- E. Ohman J:or Asset Management left its Exelon share count unchanged in Q2 2026.
- Exelon made up 0.05% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #206 holding.
- E. Ohman J:or Asset Management first reported a position in Exelon in Q2 2013 and has held it in 53 quarters since.
- E. Ohman J:or Asset Management's Exelon position peaked at $2.75M in Q4 2021.
- 818 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.