JNBA Financial Advisors’s Exelon EXC Stock Holding History

JNBA Financial Advisors’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	$95.9K	Buy	2,058 +12	+0.6%	+$555	0.01%	249
2026 Q1	$100K	Sell	2,046 -40	-2%	-$1.86K	0.01%	238
2025 Q4	$90.9K	Buy	2,086 +40	+2%	+$1.83K	0.01%	249
2025 Q3	$92.1K	Hold	2,046	–	–	0.01%	240
2025 Q2	$88.8K	Hold	2,046	–	–	0.01%	234
2025 Q1	$94.3K	Hold	2,046	–	–	0.01%	220
2024 Q4	$77K	Hold	2,046	–	–	0.01%	242
2024 Q3	$83K	Hold	2,046	–	–	0.01%	243
2024 Q2	$70.8K	Sell	2,046 -400	-16%	-$14.8K	0.01%	256
2024 Q1	$91.9K	Hold	2,446	–	–	0.01%	239
2023 Q4	$87.8K	Hold	2,446	–	–	0.01%	238
2023 Q3	$92.4K	Sell	2,446 -200	-8%	-$8.15K	0.01%	230
2023 Q2	$108K	Hold	2,646	–	–	0.01%	221
2023 Q1	$111K	Hold	2,646	–	–	0.01%	222
2022 Q4	$114K	Hold	2,646	–	–	0.02%	218
2022 Q3	$99K	Hold	2,646	–	–	0.02%	226
2022 Q2	$120K	Sell	2,646 -600	-18%	-$28.2K	0.02%	211
2022 Q1	$155K	Sell	3,246 -744	-19%	-$31.5K	0.02%	202
2021 Q4	$164K	Sell	3,990 -280	-7%	-$10.5K	0.02%	205
2021 Q3	$147K	Hold	4,270	–	–	0.02%	209
2021 Q2	$135K	Buy	4,270 +280	+7%	+$9.01K	0.02%	212
2021 Q1	$124K	Sell	3,990 -421	-10%	-$12.7K	0.02%	210
2020 Q4	$133K	Buy	4,411 +35	+0.8%	+$1.03K	0.02%	191
2020 Q3	$112K	Sell	4,376 -280	-6%	-$7.42K	0.02%	189
2020 Q2	$121K	Hold	4,656	–	–	0.03%	176
2020 Q1	$122K	Hold	4,656	–	–	0.03%	164
2019 Q4	$151K	Hold	4,656	–	–	0.03%	159
2019 Q3	$160K	Hold	4,656	–	–	0.03%	153
2019 Q2	$159K	Hold	4,656	–	–	0.03%	157
2019 Q1	$166K	Hold	4,656	–	–	0.04%	151
2018 Q4	$150K	Sell	4,656 -10,343	-69%	-$331K	0.03%	143
2018 Q3	$467K	Buy	14,999 +10,343	+222%	+$318K	0.21%	80
2018 Q2	$141K	Sell	4,656 -140	-3%	-$4.01K	0.03%	147
2018 Q1	$133K	Hold	4,796	–	–	0.03%	149
2017 Q4	$135K	Sell	4,796 -708	-13%	-$20.3K	0.03%	149
2017 Q3	$148K	Sell	5,504 -431	-7%	-$11.5K	0.03%	137
2017 Q2	$153K	Hold	5,935	–	–	0.03%	135
2017 Q1	$152K	Sell	5,935 -11	-0.2%	-$280	0.04%	138
2016 Q4	$151K	Buy	5,946 +3,101	+109%	+$73.5K	0.04%	136
2016 Q3	$68K	Sell	2,845 -3,335	-54%	-$83.8K	0.01%	457
2016 Q2	$160K	Buy	6,180 +1,122	+22%	+$27.8K	0.04%	134
2016 Q1	$129K	Hold	5,058	–	–	0.05%	138
2015 Q4	$100K	Sell	5,058 -5,893	-54%	-$119K	0.04%	149
2015 Q3	$232K	Sell	10,951 -6,996	-39%	-$157K	0.1%	86
2015 Q2	$402K	Sell	17,947 -2,104	-10%	-$50.4K	0.15%	62
2015 Q1	$481K	Sell	20,051 -292	-1%	-$7.23K	0.19%	56
2014 Q4	$538K	Sell	20,343 -70	-0.3%	-$1.8K	0.22%	52
2014 Q3	$496K	Sell	20,413 -1,542	-7%	-$36.1K	0.23%	53
2014 Q2	$571K	Sell	21,955 -2,818	-11%	-$71.9K	0.28%	49
2014 Q1	$593K	Buy	24,773 +2,551	+11%	+$53.7K	0.31%	44
2013 Q4	$434K	Buy	22,222 +421	+2%	+$8.47K	0.24%	53
2013 Q3	$461K	Hold	21,801	–	–	0.29%	48
2013 Q2	$480K	Buy	+21,801	New	+$529K	0.33%	45

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JNBA Financial Advisors's EXC Position: Q2 2026 in Review

JNBA Financial Advisors increased its Exelon (EXC) stake by 0.59% in Q2 2026, buying an estimated $555 and bringing the position to 2,058 shares worth $95.9K. The position accounts for 0.01% of the portfolio, ranked #249.

JNBA Financial Advisors first reported a position in EXC in Q2 2013 and has held it in 53 quarters since. The position peaked at $593K in Q1 2014. 416 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

JNBA Financial Advisors held 2,058 shares of Exelon worth $95.9K as of Q2 2026.
JNBA Financial Advisors bought 12 Exelon shares in Q2 2026, an estimated $555.
Exelon made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #249 holding.
JNBA Financial Advisors first reported a position in Exelon in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's Exelon position peaked at $593K in Q1 2014.
416 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.