JWCA
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J.W. Cole Advisors’s Exelon EXC Stock Holding History

J.W. Cole 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 		$2.58M Buy
55,255
+577
+1% +$26.7K 0.04% 417
2026
Q1 		$2.68M Sell
54,678
-142
-0.3% -$6.61K 0.09% 199
2025
Q4 		$2.26M Sell
54,820
-10,231
-16% -$467K 0.05% 349
2025
Q3 		$2.93M Buy
65,051
+2,407
+4% +$106K 0.06% 336
2025
Q2 		$2.72M Buy
62,644
+3,829
+7% +$170K 0.06% 317
2025
Q1 		$2.71M Buy
58,815
+50,502
+608% +$2.11M 0.08% 240
2024
Q4 		$313K Sell
8,313
-2,417
-23% -$93.8K 0.01% 769
2024
Q3 		$435K Buy
10,730
+323
+3% +$12.1K 0.02% 644
2024
Q2 		$360K Buy
10,407
+1,050
+11% +$38.8K 0.02% 636
2024
Q1 		$351K Buy
9,357
+472
+5% +$16.9K 0.02% 638
2023
Q4 		$319K Sell
8,885
-468
-5% -$18K 0.02% 627
2023
Q3 		$353K Buy
9,353
+929
+11% +$37.9K 0.03% 518
2023
Q2 		$343K Buy
8,424
+163
+2% +$6.74K 0.02% 535
2023
Q1 		$346K Sell
8,261
-296
-3% -$12.3K 0.02% 557
2022
Q4 		$370K Sell
8,557
-48
-0.6% -$1.9K 0.03% 491
2022
Q3 		$322K Sell
8,605
-967
-10% -$42.8K 0.03% 513
2022
Q2 		$434K Buy
9,572
+382
+4% +$18K 0.03% 446
2022
Q1 		$438K Sell
9,190
-3,882
-30% -$164K 0.03% 495
2021
Q4 		$539K Sell
13,072
-2,942
-18% -$111K 0.04% 436
2021
Q3 		$552K Buy
16,014
+1,202
+8% +$41.1K 0.04% 237
2021
Q2 		$468K Buy
+14,812
New +$477K 0.04% 455
2021
Q1 		– Sell
-7,431
Closed -$224K – 677
2020
Q4 		$224K Sell
7,431
-53,417
-88% -$1.58M 0.02% 563
2020
Q3 		$1.55M Buy
60,848
+41,384
+213% +$1.1M 0.12% 186
2020
Q2 		$504K Buy
+19,464
New +$517K 0.08% 225

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

J.W. Cole Advisors's EXC Position: Q2 2026 in Review

J.W. Cole Advisors increased its Exelon (EXC) stake by 1.1% in Q2 2026, buying an estimated $26.7K and bringing the position to 55,255 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #417.

J.W. Cole Advisors first reported a position in EXC in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.93M in Q3 2025. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • J.W. Cole Advisors held 55,255 shares of Exelon worth $2.58M as of Q2 2026.
  • J.W. Cole Advisors bought 577 Exelon shares in Q2 2026, an estimated $26.7K.
  • Exelon made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #417 holding.
  • J.W. Cole Advisors first reported a position in Exelon in Q2 2020 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Exelon position peaked at $2.93M in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.