Jackson Grant Investment Advisers’s Exelon EXC Stock Holding History

Jackson Grant Investment Advisers’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	$38.1K	Hold	817	–	–	0.01%	215
2026 Q1	$40K	Hold	817	–	–	0.01%	211
2025 Q4	$35.6K	Buy	817 +732	+861%	+$33.4K	0.01%	221
2025 Q3	$3.83K	Hold	85	–	–	﹤0.01%	373
2025 Q2	$3.69K	Hold	85	–	–	﹤0.01%	342
2025 Q1	$3.92K	Hold	85	–	–	﹤0.01%	331
2024 Q4	$3.2K	Hold	85	–	–	﹤0.01%	348
2024 Q3	$3.45K	Hold	85	–	–	﹤0.01%	344
2024 Q2	$2.94K	Hold	85	–	–	﹤0.01%	349
2024 Q1	$3.19K	Hold	85	–	–	﹤0.01%	333
2023 Q4	$3.05K	Hold	85	–	–	﹤0.01%	327
2023 Q3	$3.21K	Hold	85	–	–	﹤0.01%	317
2023 Q2	$3.46K	Hold	85	–	–	﹤0.01%	326
2023 Q1	$3.56K	Buy	+85	New	+$3.54K	﹤0.01%	345

Other funds holding EXC

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Jackson Grant Investment Advisers's EXC Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Exelon (EXC) position steady in Q2 2026 at 817 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #215.

Jackson Grant Investment Advisers first reported a position in EXC in Q1 2023 and has held it in 14 quarters since. The position peaked at $40K in Q1 2026. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Jackson Grant Investment Advisers held 817 shares of Exelon worth $38.1K as of Q2 2026.
Jackson Grant Investment Advisers left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #215 holding.
Jackson Grant Investment Advisers first reported a position in Exelon in Q1 2023 and has held it in 14 quarters since.
Jackson Grant Investment Advisers's Exelon position peaked at $40K in Q1 2026.
537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.