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Pinnacle Wealth Advisors’s Exelon EXC Stock Holding History

Pinnacle Wealth Advisors’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
2021
Q2 		$20K Buy
+637
New +$20.5K ﹤0.01% 441

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Advisors's EXC Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Exelon (EXC) in Q2 2021: 637 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings.

918 funds tracked by Wall St. Rank hold EXC as of Q2 2021.

  • Pinnacle Wealth Advisors held 637 shares of Exelon worth $20K as of Q2 2021.
  • Exelon was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Exelon made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #441 holding.
  • 918 funds tracked by Wall St. Rank held Exelon as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.