Pin Oak Investment Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83K | Hold |
1,692
| – | – | 0.06% | 160 |
|
|
2025
Q4 | $75K | Hold |
1,692
| – | – | 0.05% | 170 |
|
|
2025
Q3 | $76.2K | Hold |
1,692
| – | – | 0.05% | 173 |
|
|
2025
Q2 | $77K | Hold |
1,692
| – | – | 0.07% | 161 |
|
|
2025
Q1 | $76K | Hold |
1,692
| – | – | 0.06% | 164 |
|
|
2024
Q4 | $69K | Hold |
1,692
| – | – | 0.06% | 159 |
|
|
2024
Q3 | $68K | Hold |
1,692
| – | – | 0.06% | 160 |
|
|
2024
Q2 | $59K | Hold |
1,692
| – | – | 0.06% | 161 |
|
|
2024
Q1 | $64K | Hold |
1,692
| – | – | 0.06% | 156 |
|
|
2023
Q4 | $61K | Hold |
1,692
| – | – | 0.06% | 156 |
|
|
2023
Q3 | $64K | Hold |
1,692
| – | – | 0.07% | 144 |
|
|
2023
Q2 | $69K | Hold |
1,692
| – | – | 0.08% | 141 |
|
|
2023
Q1 | $71K | Hold |
1,692
| – | – | 0.09% | 134 |
|
|
2022
Q4 | $73K | Hold |
1,692
| – | – | 0.09% | 121 |
|
|
2022
Q3 | $63K | Hold |
1,692
| – | – | 0.08% | 130 |
|
|
2022
Q2 | $77K | Hold |
1,692
| – | – | 0.09% | 122 |
|
|
2022
Q1 | $81K | Sell |
1,692
-680
| -29% | -$28.8K | 0.09% | 133 |
|
|
2021
Q4 | $98K | Hold |
2,372
| – | – | 0.1% | 130 |
|
|
2021
Q3 | $82K | Hold |
2,372
| – | – | 0.09% | 130 |
|
|
2021
Q2 | $75K | Hold |
2,372
| – | – | 0.08% | 143 |
|
|
2021
Q1 | $74K | Hold |
2,372
| – | – | 0.06% | 157 |
|
|
2020
Q4 | $71K | Hold |
2,372
| – | – | 0.06% | 161 |
|
|
2020
Q3 | $61K | Hold |
2,372
| – | – | 0.06% | 153 |
|
|
2020
Q2 | $61K | Hold |
2,372
| – | – | 0.06% | 155 |
|
|
2020
Q1 | $62K | Hold |
2,372
| – | – | 0.06% | 157 |
|
|
2019
Q4 | $77K | Hold |
2,372
| – | – | 0.06% | 154 |
|
|
2019
Q3 | $82K | Hold |
2,372
| – | – | 0.07% | 157 |
|
|
2019
Q2 | $81K | Hold |
2,372
| – | – | 0.06% | 165 |
|
|
2019
Q1 | $85K | Hold |
2,372
| – | – | 0.07% | 158 |
|
|
2018
Q4 | $76K | Hold |
2,372
| – | – | 0.07% | 157 |
|
|
2018
Q3 | $74K | Hold |
2,372
| – | – | 0.06% | 166 |
|
|
2018
Q2 | $72K | Hold |
2,372
| – | – | 0.05% | 172 |
|
|
2018
Q1 | $66K | Hold |
2,372
| – | – | 0.05% | 176 |
|
|
2017
Q4 | $67K | Buy |
+2,372
| New | +$68.2K | 0.05% | 171 |
|
Other funds holding EXC
VCM
VPM
Pin Oak Investment Advisors's EXC Position: Q1 2026 in Review
Pin Oak Investment Advisors held its Exelon (EXC) position steady in Q1 2026 at 1,692 shares worth $83K. The position accounts for 0.06% of the portfolio, ranked #160.
Pin Oak Investment Advisors first reported a position in EXC in Q4 2017 and has held it in 34 quarters since. The position peaked at $98K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Pin Oak Investment Advisors held 1,692 shares of Exelon worth $83K as of Q1 2026.
- Pin Oak Investment Advisors left its Exelon share count unchanged in Q1 2026.
- Exelon made up 0.06% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #160 holding.
- Pin Oak Investment Advisors first reported a position in Exelon in Q4 2017 and has held it in 34 quarters since.
- Pin Oak Investment Advisors's Exelon position peaked at $98K in Q4 2021.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.