Pinnacle Bancorp’s Exelon EXC Stock Holding History

Pinnacle Bancorp’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
2024 Q2	–	Sell	-111	Closed	-$4.17K	–	854
2024 Q1	$4.17K	Hold	111	–	–	﹤0.01%	752
2023 Q4	$3.98K	Buy	111 +18	+19%	+$693	﹤0.01%	731
2023 Q3	$3.51K	Hold	93	–	–	﹤0.01%	724
2023 Q2	$3.79K	Buy	93 +35	+60%	+$1.45K	﹤0.01%	707
2023 Q1	$2.43K	Hold	58	–	–	﹤0.01%	764
2022 Q4	$3K	Buy	+58	New	+$2.29K	﹤0.01%	689
2020 Q1	–	Sell	-140	Closed	-$5K	–	670
2019 Q4	$5K	Sell	140 -281	-67%	-$9.1K	﹤0.01%	601
2019 Q3	$14K	Hold	421	–	–	0.01%	502
2019 Q2	$14K	Hold	421	–	–	0.01%	492
2019 Q1	$15K	Sell	421 -140	-25%	-$4.77K	0.01%	470
2018 Q4	$18K	Buy	+561	New	+$17.9K	0.01%	434
2017 Q1	$38K	Buy	+1,500	New	+$38.2K	0.03%	320

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pinnacle Bancorp's EXC Position: Q2 2024 in Review

Pinnacle Bancorp sold out of Exelon (EXC) in Q2 2024, closing a stake of 111 shares — an estimated $4.17K sold.

Pinnacle Bancorp first reported a position in EXC in Q1 2017 and held it in 12 quarters. The position peaked at $38K in Q1 2017. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

Pinnacle Bancorp reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
Pinnacle Bancorp sold 111 Exelon shares in Q2 2024, an estimated $4.17K.
Pinnacle Bancorp first reported a position in Exelon in Q1 2017 and held it in 12 quarters.
Pinnacle Bancorp's Exelon position peaked at $38K in Q1 2017.
989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Pinnacle Bancorp's 13F filing for Q2 2024, filed 15 Jul 2024.