Jacobi Capital Management’s Exelon EXC Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $882K | Buy | 
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        2025
         Q1  | $758K | Buy | 
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        2024
         Q4  | $614K | Buy | 
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| 
        
          
      
        2024
         Q3  | $654K | Buy | 
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| 
        
          
      
        2024
         Q2  | $511K | Buy | 
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| 
        
          
      
        2024
         Q1  | $491K | Buy | 
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| 
        
          
      
        2023
         Q4  | $461K | Buy | 
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| 
        
          
      
        2023
         Q3  | $478K | Buy | 
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| 
        
          
      
        2023
         Q2  | $514K | Buy | 
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| 
        
          
      
        2023
         Q1  | $526K | Buy | 
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| 
        
          
      
        2022
         Q4  | $541K | Buy | 
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| 
        
          
      
        2022
         Q3  | $414K | Buy | 
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| 
        
          
      
        2022
         Q2  | $500K | Buy | 
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| 
        
          
      
        2022
         Q1  | $524K | Sell | 
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| 
        
          
      
        2021
         Q4  | $633K | Buy | 
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| 
        
          
      
        2021
         Q3  | $528K | Buy | 
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| 
        
          
      
        2021
         Q2  | $376K | Buy | 
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| 
        
          
      
        2021
         Q1  | $356K | Buy | 
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| 
        
          
      
        2020
         Q4  | $338K | Sell | 
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| 
        
          
      
        2020
         Q3  | $290K | Buy | 
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| 
        
          
      
        2020
         Q2  | $285K | Buy | 
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| 
        
          
      
        2020
         Q1  | $264K | Buy | 
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| 
        
          
      
        2019
         Q4  | $325K | Sell | 
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| 
        
          
      
        2019
         Q3  | $356K | Buy | 
         | 
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| 
        
          
      
        2019
         Q2  | $304K | Buy | 
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| 
        
          
      
        2019
         Q1  | $312K | Buy | 
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| 
        
          
      
        2018
         Q4  | $235K | Sell | 
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| 
        
          
      
        2018
         Q3  | $253K | Buy | 
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| 
        
          
      
        2018
         Q2  | $220K | Buy | 
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| 
        
          
      
        2018
         Q1  | $197K | Buy | 
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| 
        
          
      
        2017
         Q4  | $199K | Sell | 
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| 
        
          
      
        2017
         Q3  | $199K | Buy | 
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| 
        
          
      
        2017
         Q2  | $153K | Buy | 
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| 
        
          
      
        2017
         Q1  | $122K | Buy | 
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| 
        
          
      
        2016
         Q4  | $107K | Sell | 
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| 
        
          
      
        2016
         Q3  | $108K | Hold | 
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| 
        
          
      
        2016
         Q2  | $124K | Buy | 
         |