Raymond James Financial
EXC icon

Raymond James Financial’s Exelon EXC Stock Holding History

Raymond James Financial’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 		$101M Sell
2,164,590
-67,776
-3% -$3.14M 0.03% 566
2026
Q1 		$109M Sell
2,232,366
-325,797
-13% -$15.2M 0.03% 478
2025
Q4 		$112M Sell
2,558,163
-520,179
-17% -$23.7M 0.03% 461
2025
Q3 		$139M Sell
3,078,342
-158,286
-5% -$6.95M 0.04% 378
2025
Q2 		$141M Buy
3,236,628
+1,204,364
+59% +$53.6M 0.05% 353
2025
Q1 		$93.6M Buy
2,032,264
+1,387,134
+215% +$58M 0.04% 460
2024
Q4 		$24.3M Buy
+645,130
New +$25M 0.01% 1173

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Raymond James Financial's EXC Position: Q2 2026 in Review

Raymond James Financial reduced its Exelon (EXC) stake by 3% in Q2 2026, selling an estimated $3.14M and leaving 2,164,590 shares worth $101M. The position accounts for 0.03% of the portfolio, ranked #566.

Raymond James Financial first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $141M in Q2 2025. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Raymond James Financial held 2,164,590 shares of Exelon worth $101M as of Q2 2026.
  • Raymond James Financial sold 67,776 Exelon shares in Q2 2026, an estimated $3.14M.
  • Exelon made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #566 holding.
  • Raymond James Financial first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Exelon position peaked at $141M in Q2 2025.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.