Jamison Private Wealth Management’s Exelon EXC Stock Holding History

Jamison Private Wealth Management’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	$3.3M	Buy	70,726 +2,002	+3%	+$92.6K	0.33%	70
2026 Q1	$3.37M	Buy	68,724 +2,229	+3%	+$104K	0.41%	65
2025 Q4	$2.9M	Buy	66,495 +4,746	+8%	+$217K	0.35%	67
2025 Q3	$2.78M	Buy	61,749 +8,920	+17%	+$392K	0.35%	67
2025 Q2	$2.29M	Sell	52,829 -327	-0.6%	-$14.6K	0.33%	72
2025 Q1	$2.45M	Buy	53,156 +1,061	+2%	+$44.4K	0.37%	68
2024 Q4	$1.96M	Buy	52,095 +2,324	+5%	+$90.2K	0.29%	78
2024 Q3	$2.02M	Buy	49,771 +1,850	+4%	+$69.6K	0.31%	77
2024 Q2	$1.66M	Sell	47,921 -943	-2%	-$34.8K	0.28%	78
2024 Q1	$1.84M	Sell	48,864 -730	-1%	-$26.1K	0.31%	76
2023 Q4	$1.78M	Buy	49,594 +754	+2%	+$29K	0.33%	71
2023 Q3	$1.85M	Buy	+48,840	New	+$1.99M	0.38%	69

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Jamison Private Wealth Management's EXC Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Exelon (EXC) stake by 2.9% in Q2 2026, buying an estimated $92.6K and bringing the position to 70,726 shares worth $3.3M. The position accounts for 0.33% of the portfolio, ranked #70.

Jamison Private Wealth Management first reported a position in EXC in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.37M in Q1 2026. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Jamison Private Wealth Management held 70,726 shares of Exelon worth $3.3M as of Q2 2026.
Jamison Private Wealth Management bought 2,002 Exelon shares in Q2 2026, an estimated $92.6K.
Exelon made up 0.33% of Jamison Private Wealth Management's portfolio in Q2 2026, its #70 holding.
Jamison Private Wealth Management first reported a position in Exelon in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Exelon position peaked at $3.37M in Q1 2026.
1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.