Glass Jacobson Investment Advisors’s Exelon EXC Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131K	Buy	2,805 +91	+3%	+$4.21K	0.04%	232
2026 Q1	$133K	Buy	2,714 +20	+0.7%	+$930	0.05%	228
2025 Q4	$117K	Buy	2,694 +22	+0.8%	+$1K	0.04%	225
2025 Q3	$120K	Buy	2,672 +22	+0.8%	+$966	0.04%	223
2025 Q2	$115K	Sell	2,650 -542	-17%	-$24.1K	0.04%	217
2025 Q1	$120K	Hold	3,192	–	–	0.04%	278
2024 Q4	$120K	Buy	3,192 +64	+2%	+$2.48K	0.04%	278
2024 Q3	$127K	Hold	3,128	–	–	0.04%	260
2024 Q2	$108K	Hold	3,128	–	–	0.04%	259
2024 Q1	$118K	Hold	3,128	–	–	0.04%	258
2023 Q4	$112K	Sell	3,128 -9	-0.3%	-$347	0.05%	258
2023 Q3	$119K	Hold	3,137	–	–	0.05%	241
2023 Q2	$128K	Buy	+3,137	New	+$130K	0.06%	233
2022 Q4	$136K	Buy	+3,137	New	+$124K	0.07%	235

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Glass Jacobson Investment Advisors's EXC Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Exelon (EXC) stake by 3.4% in Q2 2026, buying an estimated $4.21K and bringing the position to 2,805 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #232.

Glass Jacobson Investment Advisors first reported a position in EXC in Q4 2022 and has held it in 14 quarters since. The position peaked at $136K in Q4 2022. 889 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Glass Jacobson Investment Advisors held 2,805 shares of Exelon worth $131K as of Q2 2026.
Glass Jacobson Investment Advisors bought 91 Exelon shares in Q2 2026, an estimated $4.21K.
Exelon made up 0.04% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #232 holding.
Glass Jacobson Investment Advisors first reported a position in Exelon in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Exelon position peaked at $136K in Q4 2022.
889 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.