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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Pinnacle Wealth Planning Services's EXC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Exelon (EXC) stake by 0.72% in Q1 2026, buying an estimated $1.26K and bringing the position to 3,802 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #503.

Pinnacle Wealth Planning Services first reported a position in EXC in Q4 2020 and has held it in 5 quarters since. The position peaked at $240K in Q2 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Pinnacle Wealth Planning Services held 3,802 shares of Exelon worth $186K as of Q1 2026.
Pinnacle Wealth Planning Services bought 27 Exelon shares in Q1 2026, an estimated $1.26K.
Exelon made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #503 holding.
Pinnacle Wealth Planning Services first reported a position in Exelon in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Exelon position peaked at $240K in Q2 2022.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.