JFG
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JDM Financial Group’s Exelon EXC Stock Holding History

JDM Financial Group’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
Q1 		$8.63K Hold
176
– – ﹤0.01% 201
2025
Q4 		$7.67K Hold
176
– – ﹤0.01% 195
2025
Q3 		$7.92K Hold
176
– – ﹤0.01% 204
2025
Q2 		$7.64K Hold
176
– – ﹤0.01% 196
2025
Q1 		$8.11K Hold
176
– – ﹤0.01% 189
2024
Q4 		$6.63K Sell
176
-26
-13% -$1.01K ﹤0.01% 206
2024
Q3 		$8.19K Buy
202
+26
+15% +$978 ﹤0.01% 190
2024
Q2 		$6.09K Hold
176
– – ﹤0.01% 180
2024
Q1 		$6.61K Hold
176
– – ﹤0.01% 166
2023
Q4 		$6.32K Hold
176
– – 0.01% 163
2023
Q3 		$6.65K Hold
176
– – 0.01% 154
2023
Q2 		$7.17K Hold
176
– – 0.01% 156
2023
Q1 		$7.37K Hold
176
– – 0.01% 159
2022
Q4 		$7.61K Buy
+176
New +$6.95K 0.01% 150

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JDM Financial Group's EXC Position: Q1 2026 in Review

JDM Financial Group held its Exelon (EXC) position steady in Q1 2026 at 176 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

JDM Financial Group first reported a position in EXC in Q4 2022 and has held it in 14 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • JDM Financial Group held 176 shares of Exelon worth $8.63K as of Q1 2026.
  • JDM Financial Group left its Exelon share count unchanged in Q1 2026.
  • Exelon made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #201 holding.
  • JDM Financial Group first reported a position in Exelon in Q4 2022 and has held it in 14 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.