Jefferies Financial Group’s Exelon EXC Stock Holding History

Jefferies 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	$4.15M	Buy	+88,954	New	+$4.11M	0.03%	431
2026 Q1	–	Sell	-7,547	Closed	-$329K	–	1887
2025 Q4	$329K	Buy	+7,547	New	+$344K	﹤0.01%	1466
2025 Q1	–	Sell	-5,636	Closed	-$212K	–	1733
2024 Q4	$212K	Buy	+5,636	New	+$219K	﹤0.01%	1370
2024 Q3	–	Sell	-16,650	Closed	-$576K	–	1539
2024 Q2	$576K	Buy	+16,650	New	+$615K	0.01%	922
2023 Q2	–	Sell	-316,250	Closed	-$13.2M	–	1780
2023 Q1	$13.2M	Buy	+316,250	New	+$13.2M	0.11%	163

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

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

Jefferies Financial Group opened a new position in Exelon (EXC) in Q2 2026: 88,954 shares worth $4.15M. The stake represents 0.03% of the portfolio and ranks #431 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in EXC as recently as Q4 2025.

Jefferies Financial Group first reported a position in EXC in Q1 2023 and has held it in 5 quarters since. The position peaked at $13.2M in Q1 2023. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Jefferies Financial Group held 88,954 shares of Exelon worth $4.15M as of Q2 2026.
Exelon was a new Jefferies Financial Group position in Q2 2026.
Exelon made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #431 holding.
Jefferies Financial Group first reported a position in Exelon in Q1 2023 and has held it in 5 quarters since.
Jefferies Financial Group's Exelon position peaked at $13.2M in Q1 2023.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.