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 Q3	$2.98M	Buy	73,848 +3,122	+4%	+$140K	0.3%	76
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 $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jamison Private Wealth Management's EXC Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Exelon (EXC) stake by 4.4% in Q3 2026, buying an estimated $140K and bringing the position to 73,848 shares worth $2.98M. The position accounts for 0.3% of the portfolio, ranked #76.

Jamison Private Wealth Management first reported a position in EXC in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.37M in Q1 2026. 1,072 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Jamison Private Wealth Management held 73,848 shares of Exelon worth $2.98M as of Q3 2026.
Jamison Private Wealth Management bought 3,122 Exelon shares in Q3 2026, an estimated $140K.
Exelon made up 0.3% of Jamison Private Wealth Management's portfolio in Q3 2026, its #76 holding.
Jamison Private Wealth Management first reported a position in Exelon in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Exelon position peaked at $3.37M in Q1 2026.
1,072 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.