Jones Financial Companies
EXC icon

Jones Financial Companies’s Exelon EXC Stock Holding History

Jones Financial Companies’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 		$5.24M Buy
110,608
+9,493
+9% +$439K ﹤0.01% 1171
2026
Q1 		$4.89M Buy
101,115
+60,735
+150% +$2.83M ﹤0.01% 1083
2025
Q4 		$1.76M Buy
40,380
+10,942
+37% +$499K ﹤0.01% 1012
2025
Q3 		$1.3M Buy
29,438
+10,015
+52% +$440K ﹤0.01% 1028
2025
Q2 		$834K Buy
19,423
+2,156
+12% +$96K ﹤0.01% 1075
2025
Q1 		$773K Buy
17,267
+3,868
+29% +$162K ﹤0.01% 960
2024
Q4 		$504K Buy
13,399
+6,968
+108% +$270K ﹤0.01% 997
2024
Q3 		$260K Buy
6,431
+2,766
+75% +$104K ﹤0.01% 1054
2024
Q2 		$127K Buy
3,665
+1,784
+95% +$65.8K ﹤0.01% 968
2024
Q1 		$70.7K Buy
1,881
+1,070
+132% +$38.2K ﹤0.01% 669
2023
Q4 		$29.1K Buy
811
+38
+5% +$1.46K ﹤0.01% 543
2023
Q3 		$29.2K Sell
773
-751
-49% -$30.6K ﹤0.01% 402
2023
Q2 		$62.1K Buy
1,524
+265
+21% +$11K ﹤0.01% 349
2023
Q1 		$52.7K Buy
1,259
+614
+95% +$25.6K ﹤0.01% 351
2022
Q4 		$28K Buy
645
+135
+26% +$5.33K ﹤0.01% 383
2022
Q3 		$19K Sell
510
-117
-19% -$5.17K ﹤0.01% 385
2022
Q2 		$28K Sell
627
-5,133
-89% -$241K ﹤0.01% 368
2022
Q1 		$274K Buy
5,760
+4,580
+388% +$194K ﹤0.01% 227
2021
Q4 		$49K Sell
1,180
-362
-23% -$13.6K ﹤0.01% 367
2021
Q3 		$53K Buy
1,542
+60
+4% +$2.05K ﹤0.01% 313
2021
Q2 		$47K Buy
1,482
+170
+13% +$5.47K ﹤0.01% 316
2021
Q1 		$41K Buy
1,312
+265
+25% +$7.96K ﹤0.01% 378
2020
Q4 		$32K Buy
+1,047
New +$30.9K ﹤0.01% 324
2013
Q4 		– Sell
-3,996
Closed -$85K – 342
2013
Q3 		$85K Buy
3,996
+3,351
+520% +$73.3K ﹤0.01% 252
2013
Q2 		$14K Buy
+645
New +$15.6K ﹤0.01% 537

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Jones Financial Companies's EXC Position: Q2 2026 in Review

Jones Financial Companies increased its Exelon (EXC) stake by 9.4% in Q2 2026, buying an estimated $439K and bringing the position to 110,608 shares worth $5.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Jones Financial Companies first reported a position in EXC in Q2 2013 and has held it in 25 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Jones Financial Companies held 110,608 shares of Exelon worth $5.24M as of Q2 2026.
  • Jones Financial Companies bought 9,493 Exelon shares in Q2 2026, an estimated $439K.
  • Exelon made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1171 holding.
  • Jones Financial Companies first reported a position in Exelon in Q2 2013 and has held it in 25 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.