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 Q2	$8.21K	Hold	176	–	–	﹤0.01%	220
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 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

JDM Financial Group's EXC Position: Q2 2026 in Review

JDM Financial Group held its Exelon (EXC) position steady in Q2 2026 at 176 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

JDM Financial Group first reported a position in EXC in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.63K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

JDM Financial Group held 176 shares of Exelon worth $8.21K as of Q2 2026.
JDM Financial Group left its Exelon share count unchanged in Q2 2026.
Exelon made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #220 holding.
JDM Financial Group first reported a position in Exelon in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Exelon position peaked at $8.63K in Q1 2026.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.