JFS Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $307K | Buy |
6,579
+643
| +11% | +$29.7K | 0.02% | 290 |
|
|
2026
Q1 | $291K | Sell |
5,936
-272
| -4% | -$12.7K | 0.02% | 278 |
|
|
2025
Q4 | $271K | Buy |
6,208
+194
| +3% | +$8.85K | 0.02% | 288 |
|
|
2025
Q3 | $271K | Buy |
6,014
+76
| +1% | +$3.34K | 0.02% | 292 |
|
|
2025
Q2 | $258K | Hold |
5,938
| – | – | 0.02% | 277 |
|
|
2025
Q1 | $274K | Buy |
5,938
+22
| +0.4% | +$920 | 0.02% | 270 |
|
|
2024
Q4 | $223K | Sell |
5,916
-71
| -1% | -$2.75K | 0.02% | 276 |
|
|
2024
Q3 | $243K | Buy |
5,987
+138
| +2% | +$5.19K | 0.02% | 268 |
|
|
2024
Q2 | $202K | Buy |
5,849
+100
| +2% | +$3.69K | 0.02% | 243 |
|
|
2024
Q1 | $216K | Sell |
5,749
-55
| -0.9% | -$1.97K | 0.02% | 238 |
|
|
2023
Q4 | $208K | Buy |
5,804
+50
| +0.9% | +$1.93K | 0.02% | 233 |
|
|
2023
Q3 | $217K | Sell |
5,754
-31
| -0.5% | -$1.26K | 0.02% | 213 |
|
|
2023
Q2 | $236K | Sell |
5,785
-15
| -0.3% | -$620 | 0.02% | 200 |
|
|
2023
Q1 | $243K | Buy |
5,800
+262
| +5% | +$10.9K | 0.02% | 195 |
|
|
2022
Q4 | $239K | Sell |
5,538
-20
| -0.4% | -$790 | 0.02% | 200 |
|
|
2022
Q3 | $208K | Sell |
5,558
-64
| -1% | -$2.83K | 0.02% | 207 |
|
|
2022
Q2 | $255K | Buy |
5,622
+146
| +3% | +$6.86K | 0.03% | 185 |
|
|
2022
Q1 | $261K | Sell |
5,476
-2,242
| -29% | -$95K | 0.02% | 205 |
|
|
2021
Q4 | $318K | Buy |
7,718
+101
| +1% | +$3.8K | 0.03% | 189 |
|
|
2021
Q3 | $263K | Buy |
7,617
+184
| +2% | +$6.29K | 0.03% | 198 |
|
|
2021
Q2 | $235K | Buy |
7,433
+5
| +0.1% | +$161 | 0.04% | 154 |
|
|
2021
Q1 | $232K | Buy |
7,428
+1,528
| +26% | +$45.9K | 0.05% | 137 |
|
|
2020
Q4 | $178K | Buy |
5,900
+219
| +4% | +$6.46K | 0.04% | 144 |
|
|
2020
Q3 | $145K | Buy |
5,681
+7
| +0.1% | +$186 | 0.03% | 153 |
|
|
2020
Q2 | $147K | Buy |
5,674
+7
| +0.1% | +$186 | 0.04% | 150 |
|
|
2020
Q1 | $149K | Buy |
5,667
+7
| +0.1% | +$220 | 0.04% | 146 |
|
|
2019
Q4 | $184K | Buy |
5,660
+6
| +0.1% | +$194 | 0.05% | 147 |
|
|
2019
Q3 | $195K | Buy |
5,654
+5
| +0.1% | +$168 | 0.05% | 143 |
|
|
2019
Q2 | $193K | Buy |
5,649
+6
| +0.1% | +$212 | 0.05% | 138 |
|
|
2019
Q1 | $202K | Buy |
5,643
+6
| +0.1% | +$204 | 0.05% | 132 |
|
|
2018
Q4 | $181K | Sell |
5,637
-51
| -0.9% | -$1.63K | 0.05% | 138 |
|
|
2018
Q3 | $178K | Buy |
5,688
+6
| +0.1% | +$185 | 0.05% | 148 |
|
|
2018
Q2 | $173K | Buy |
5,682
+5
| +0.1% | +$143 | 0.05% | 146 |
|
|
2018
Q1 | $158K | Buy |
5,677
+9
| +0.2% | +$243 | 0.04% | 154 |
|
|
2017
Q4 | $159K | Sell |
5,668
-126
| -2% | -$3.62K | 0.04% | 157 |
|
|
2017
Q3 | $156K | Sell |
5,794
-710
| -11% | -$19K | 0.04% | 152 |
|
|
2017
Q2 | $167K | Sell |
6,504
-463
| -7% | -$11.8K | 0.05% | 134 |
|
|
2017
Q1 | $176K | Hold |
6,967
| – | – | 0.05% | 137 |
|
|
2016
Q4 | $176K | Buy |
6,967
+7
| +0.1% | +$166 | 0.05% | 137 |
|
|
2016
Q3 | $165K | Buy |
6,960
+6
| +0.1% | +$151 | 0.05% | 141 |
|
|
2016
Q2 | $180K | Sell |
6,954
-1,852
| -21% | -$45.8K | 0.05% | 162 |
|
|
2016
Q1 | $225K | Sell |
8,806
-966
| -10% | -$21.6K | 0.07% | 120 |
|
|
2015
Q4 | $193K | Buy |
9,772
+4,774
| +96% | +$96.8K | 0.06% | 137 |
|
|
2015
Q3 | $106K | Sell |
4,998
-184
| -4% | -$4.14K | 0.05% | 147 |
|
|
2015
Q2 | $116K | Buy |
5,182
+6
| +0.1% | +$144 | 0.06% | 119 |
|
|
2015
Q1 | $124K | Buy |
5,176
+26
| +0.5% | +$644 | 0.06% | 114 |
|
|
2014
Q4 | $136K | Sell |
5,150
-56
| -1% | -$1.44K | 0.02% | 104 |
|
|
2014
Q3 | $127K | Buy |
5,206
+759
| +17% | +$17.8K | 0.02% | 105 |
|
|
2014
Q2 | $116K | Buy |
+4,447
| New | +$113K | 0.02% | 115 |
|
Other funds holding EXC
JFS Wealth Advisors's EXC Position: Q2 2026 in Review
JFS Wealth Advisors increased its Exelon (EXC) stake by 11% in Q2 2026, buying an estimated $29.7K and bringing the position to 6,579 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #290.
JFS Wealth Advisors first reported a position in EXC in Q2 2014 and has held it in 49 quarters since. The position peaked at $318K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- JFS Wealth Advisors held 6,579 shares of Exelon worth $307K as of Q2 2026.
- JFS Wealth Advisors bought 643 Exelon shares in Q2 2026, an estimated $29.7K.
- Exelon made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #290 holding.
- JFS Wealth Advisors first reported a position in Exelon in Q2 2014 and has held it in 49 quarters since.
- JFS Wealth Advisors's Exelon position peaked at $318K in Q4 2021.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.