Pinnacle Wealth Planning Services’s Exelon EXC Stock Holding History

Pinnacle Wealth Planning Services’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
2026 Q2	$176K	Sell	3,779 -23	-0.6%	-$1.06K	0.02%	578
2026 Q1	$186K	Buy	3,802 +27	+0.7%	+$1.26K	0.02%	503
2025 Q4	$165K	Buy	+3,775	New	+$172K	0.02%	544
2022 Q3	–	Sell	-5,293	Closed	-$240K	–	421
2022 Q2	$240K	Buy	+5,293	New	+$249K	0.04%	296
2022 Q1	–	Sell	-5,835	Closed	-$240K	–	454
2021 Q4	$240K	Buy	+5,835	New	+$220K	0.05%	312
2021 Q1	–	Sell	-4,495	Closed	-$136K	–	877
2020 Q4	$136K	Buy	+4,495	New	+$133K	0.03%	368

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's EXC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Exelon (EXC) stake by 0.6% in Q2 2026, selling an estimated $1.06K and leaving 3,779 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #578.

Pinnacle Wealth Planning Services first reported a position in EXC in Q4 2020 and has held it in 6 quarters since. The position peaked at $240K in Q2 2022. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Pinnacle Wealth Planning Services held 3,779 shares of Exelon worth $176K as of Q2 2026.
Pinnacle Wealth Planning Services sold 23 Exelon shares in Q2 2026, an estimated $1.06K.
Exelon made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #578 holding.
Pinnacle Wealth Planning Services first reported a position in Exelon in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Exelon position peaked at $240K in Q2 2022.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.