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Pinnacle Financial Partners (Tennessee)’s Exelon EXC Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		– Sell
-4,610
Closed -$200K – 483
2025
Q2 		$200K Buy
+4,610
New +$205K ﹤0.01% 461
2022
Q1 		– Sell
-637
Closed -$26K – 452
2021
Q4 		$26K Hold
637
– – ﹤0.01% 434
2021
Q3 		$22K Hold
637
– – ﹤0.01% 435
2021
Q2 		$20K Hold
637
– – ﹤0.01% 441
2021
Q1 		$19K Hold
637
– – ﹤0.01% 393
2020
Q4 		$16K Hold
637
– – ﹤0.01% 397
2020
Q3 		$16K Hold
637
– – ﹤0.01% 391
2020
Q2 		$16K Hold
637
– – ﹤0.01% 379
2020
Q1 		$17K Hold
637
– – ﹤0.01% 372
2019
Q4 		$21K Buy
+637
New +$20.6K ﹤0.01% 412
2019
Q2 		– Sell
-6,237
Closed -$223K – 392
2019
Q1 		$223K Sell
6,237
-2,210
-26% -$75.3K 0.02% 315
2018
Q4 		$272K Sell
8,447
-707
-8% -$22.6K 0.03% 274
2018
Q3 		$285K Buy
9,154
+34
+0.4% +$1.05K 0.02% 284
2018
Q2 		$277K Buy
9,120
+69
+0.8% +$1.98K 0.03% 272
2018
Q1 		$252K Buy
9,051
+636
+8% +$17.2K 0.03% 280
2017
Q4 		$237K Buy
+8,415
New +$242K 0.03% 286
2017
Q3 		– Sell
-6,309
Closed -$162K – 331
2017
Q2 		$162K Buy
+6,309
New +$161K 0.02% 285

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s EXC Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Exelon (EXC) in Q3 2025, closing a stake of 4,610 shares — an estimated $200K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in EXC in Q2 2017 and held it in 17 quarters. The position peaked at $285K in Q3 2018. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 4,610 Exelon shares in Q3 2025, an estimated $200K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Exelon in Q2 2017 and held it in 17 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Exelon position peaked at $285K in Q3 2018.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.