MJT & Associates Financial Advisory’s Exelon EXC Stock Holding History

MJT & Associates Financial Advisory’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	$42.7K	Hold	915	–	–	0.03%	87
2026 Q1	$44.9K	Buy	915 +9	+1%	+$419	0.03%	86
2025 Q4	$39.5K	Hold	906	–	–	0.03%	92
2025 Q3	$40.8K	Hold	906	–	–	0.03%	89
2025 Q2	$39.3K	Hold	906	–	–	0.05%	104
2025 Q1	$41.7K	Buy	+906	New	+$37.9K	0.04%	107

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

MJT & Associates Financial Advisory's EXC Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Exelon (EXC) position steady in Q2 2026 at 915 shares worth $42.7K. The position accounts for 0.03% of the portfolio, ranked #87.

MJT & Associates Financial Advisory first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $44.9K in Q1 2026. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

MJT & Associates Financial Advisory held 915 shares of Exelon worth $42.7K as of Q2 2026.
MJT & Associates Financial Advisory left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #87 holding.
MJT & Associates Financial Advisory first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's Exelon position peaked at $44.9K in Q1 2026.
363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.