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
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 $3.37T AUM 44.26% 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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Raymond James Financial's EXC Position: Q1 2026 in Review

Raymond James Financial reduced its Exelon (EXC) stake by 13% in Q1 2026, selling an estimated $15.2M and leaving 2,232,366 shares worth $109M. The position accounts for 0.03% of the portfolio, ranked #478.

Raymond James Financial first reported a position in EXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $141M in Q2 2025. 1,281 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Raymond James Financial held 2,232,366 shares of Exelon worth $109M as of Q1 2026.
  • Raymond James Financial sold 325,797 Exelon shares in Q1 2026, an estimated $15.2M.
  • Exelon made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #478 holding.
  • Raymond James Financial first reported a position in Exelon in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Exelon position peaked at $141M in Q2 2025.
  • 1,281 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.