Oppenheimer Asset Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$245K Buy
+5,256
New +$243K ﹤0.01% 1041
2017
Q4
– Sell
-304
Closed -$8K – 1199
2017
Q3
$8K Sell
304
-844
-74% -$22.6K ﹤0.01% 1539
2017
Q2
$30K Sell
1,148
-304
-21% -$7.74K ﹤0.01% 1438
2017
Q1
$37K Buy
+1,452
New +$37K ﹤0.01% 1397

Other funds holding EXC

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

Oppenheimer Asset Management opened a new position in Exelon (EXC) in Q2 2026: 5,256 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings. This is a return to the name: Oppenheimer Asset Management previously reported a position in EXC as recently as Q3 2017.

Oppenheimer Asset Management first reported a position in EXC in Q1 2017 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Oppenheimer Asset Management held 5,256 shares of Exelon worth $245K as of Q2 2026.
  • Exelon was a new Oppenheimer Asset Management position in Q2 2026.
  • Exelon made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #1041 holding.
  • Oppenheimer Asset Management first reported a position in Exelon in Q1 2017 and has held it in 4 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.