Jupiter Asset Management’s Exelon EXC Stock Holding History

Jupiter Asset 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	$30.8M	Sell	659,823 -586,469	-47%	-$27.1M	0.15%	169
2026 Q1	$61.1M	Sell	1,246,292 -74,779	-6%	-$3.48M	0.33%	95
2025 Q4	$57.6M	Buy	+1,321,071	New	+$60.3M	0.46%	62
2022 Q4	–	Sell	-836,613	Closed	-$31.3M	–	498
2022 Q3	$31.3M	Buy	+836,613	New	+$37M	0.48%	54
2015 Q3	–	Sell	-59,024	Closed	-$1.32M	–	206
2015 Q2	$1.32M	Sell	59,024 -2,944	-5%	-$70.5K	0.05%	200
2015 Q1	$1.49M	Buy	61,968 +8,412	+16%	+$208K	0.05%	193
2014 Q4	$1.42M	Buy	+53,556	New	+$1.37M	0.05%	213

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

Jupiter Asset Management's EXC Position: Q2 2026 in Review

Jupiter Asset Management reduced its Exelon (EXC) stake by 47% in Q2 2026, selling an estimated $27.1M and leaving 659,823 shares worth $30.8M. The position accounts for 0.15% of the portfolio, ranked #169.

Jupiter Asset Management first reported a position in EXC in Q4 2014 and has held it in 7 quarters since. The position peaked at $61.1M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Jupiter Asset Management held 659,823 shares of Exelon worth $30.8M as of Q2 2026.
Jupiter Asset Management sold 586,469 Exelon shares in Q2 2026, an estimated $27.1M.
Exelon made up 0.15% of Jupiter Asset Management's portfolio in Q2 2026, its #169 holding.
Jupiter Asset Management first reported a position in Exelon in Q4 2014 and has held it in 7 quarters since.
Jupiter Asset Management's Exelon position peaked at $61.1M in Q1 2026.
1,289 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.