JWM
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JPL Wealth Management’s Exelon EXC Stock Holding History

JPL Wealth Management’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 		$38K Buy
815
+409
+101% +$18.9K 0.01% 307
2026
Q1 		$19.9K Buy
+406
New +$18.9K ﹤0.01% 398
2025
Q4 		– Sell
-355
Closed -$16K – 440
2025
Q3 		$16K Buy
+355
New +$15.6K ﹤0.01% 449

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

JPL Wealth Management's EXC Position: Q2 2026 in Review

JPL Wealth Management increased its Exelon (EXC) stake by 101% in Q2 2026, buying an estimated $18.9K and bringing the position to 815 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #307.

JPL Wealth Management first reported a position in EXC in Q3 2025 and has held it in 3 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • JPL Wealth Management held 815 shares of Exelon worth $38K as of Q2 2026.
  • JPL Wealth Management bought 409 Exelon shares in Q2 2026, an estimated $18.9K.
  • Exelon made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #307 holding.
  • JPL Wealth Management first reported a position in Exelon in Q3 2025 and has held it in 3 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.