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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Jupiter Asset Management's EXC Position: Q1 2026 in Review

Jupiter Asset Management reduced its Exelon (EXC) stake by 5.7% in Q1 2026, selling an estimated $3.48M and leaving 1,246,292 shares worth $61.1M. The position accounts for 0.33% of the portfolio, ranked #95.

Jupiter Asset Management first reported a position in EXC in Q4 2014 and has held it in 6 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Jupiter Asset Management held 1,246,292 shares of Exelon worth $61.1M as of Q1 2026.
Jupiter Asset Management sold 74,779 Exelon shares in Q1 2026, an estimated $3.48M.
Exelon made up 0.33% of Jupiter Asset Management's portfolio in Q1 2026, its #95 holding.
Jupiter Asset Management first reported a position in Exelon in Q4 2014 and has held it in 6 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.