Jefferies Group's EXC Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 88,954 shares of Exelon Corporation (EXC) worth $4.15 M, representing 0.03% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in EXC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 88,954 shares. Largest reduction occurred in Q2 2023, reducing 316,250 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Exelon Corporation (EXC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Exelon Corporation (EXC) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +88,954 | New Buy | 88,954 | $46.62 |
| Q1 2026 | -7,547 | Sold Out | 0 | $0.00 |
| Q4 2025 | +7,547 | New Buy | 7,547 | $43.59 |
| Q1 2025 | -5,636 | Sold Out | 0 | $0.00 |
| Q4 2024 | +5,636 | New Buy | 5,636 | $37.64 |
| Q3 2024 | -16,650 | Sold Out | 0 | $0.00 |
| Q2 2024 | +16,650 | New Buy | 16,650 | $34.61 |
| Q2 2023 | -316,250 | Sold Out | 0 | $0.00 |
| Q1 2023 | +316,250 | New Buy | 316,250 | $41.89 |
Jefferies Group's Exelon Corporation Investment FAQs
Jefferies Group first purchased Exelon Corporation (EXC) in Q1 2023, acquiring 316,250 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Exelon Corporation (EXC) for 9 quarters since Q1 2023.
Jefferies Group's largest addition to Exelon Corporation (EXC) was in Q1 2023, adding 316,250 shares worth $13.25 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 88,954 shares of Exelon Corporation (EXC), valued at approximately $4.15 M.
As of the Q2 2026 filing, Exelon Corporation (EXC) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Exelon Corporation (EXC) was 316,250 shares, as reported at the end of Q1 2023.