West Oak Capital’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7 | Hold |
16
| – | – | ﹤0.01% | 255 |
|
|
2025
Q2 | $7 | Hold |
16
| – | – | ﹤0.01% | 279 |
|
|
2025
Q1 | $7 | Hold |
16
| – | – | ﹤0.01% | 283 |
|
|
2024
Q4 | $6K | Hold |
16
| – | – | ﹤0.01% | 287 |
|
|
2024
Q3 | $6 | Hold |
16
| – | – | ﹤0.01% | 288 |
|
|
2024
Q2 | $554 | Hold |
16
| – | – | ﹤0.01% | 305 |
|
|
2024
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 287 |
|
|
2023
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 290 |
|
|
2023
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 288 |
|
|
2023
Q2 | $652 | Hold |
16
| – | – | ﹤0.01% | 302 |
|
|
2023
Q1 | $670 | Buy |
+16
| New | +$667 | ﹤0.01% | 302 |
|
|
2022
Q4 | – | Sell |
-16
| Closed | -$1K | – | 295 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 309 |
|
|
2022
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 307 |
|
|
2022
Q1 | $1K | Sell |
16
-6
| -27% | -$254 | ﹤0.01% | 333 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 336 |
|
|
2021
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 341 |
|
|
2021
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 330 |
|
|
2021
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 320 |
|
|
2020
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 299 |
|
|
2020
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 275 |
|
|
2020
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 278 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 265 |
|
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 272 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 284 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 307 |
|
|
2019
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 304 |
|
|
2018
Q4 | $722 | Hold |
22
| – | – | ﹤0.01% | 325 |
|
|
2018
Q3 | $699 | Hold |
22
| – | – | ﹤0.01% | 351 |
|
|
2018
Q2 | $682 | Hold |
22
| – | – | ﹤0.01% | 319 |
|
|
2018
Q1 | $624 | Hold |
22
| – | – | ﹤0.01% | 333 |
|
|
2017
Q4 | $631 | Hold |
22
| – | – | ﹤0.01% | 290 |
|
|
2017
Q3 | $603 | Hold |
22
| – | – | ﹤0.01% | 327 |
|
|
2017
Q2 | $577 | Hold |
22
| – | – | ﹤0.01% | 344 |
|
|
2017
Q1 | $576 | Hold |
22
| – | – | ﹤0.01% | 365 |
|
|
2016
Q4 | $568 | Hold |
22
| – | – | ﹤0.01% | 335 |
|
|
2016
Q3 | $533 | Hold |
22
| – | – | ﹤0.01% | 369 |
|
|
2016
Q2 | $582 | Hold |
22
| – | – | ﹤0.01% | 327 |
|
|
2016
Q1 | $574 | Hold |
22
| – | – | ﹤0.01% | 264 |
|
|
2015
Q4 | $444 | Hold |
22
| – | – | ﹤0.01% | 273 |
|
|
2015
Q3 | $475 | Hold |
22
| – | – | ﹤0.01% | 282 |
|
|
2015
Q2 | $503 | Hold |
22
| – | – | ﹤0.01% | 296 |
|
|
2015
Q1 | $538 | Hold |
22
| – | – | ﹤0.01% | 296 |
|
|
2014
Q4 | $593 | Hold |
22
| – | – | ﹤0.01% | 305 |
|
|
2014
Q3 | $545 | Hold |
22
| – | – | ﹤0.01% | 294 |
|
|
2014
Q2 | $584 | Hold |
22
| – | – | ﹤0.01% | 287 |
|
|
2014
Q1 | $537 | Hold |
22
| – | – | ﹤0.01% | 281 |
|
|
2013
Q4 | $438 | Hold |
22
| – | – | ﹤0.01% | 284 |
|
|
2013
Q3 | $474 | Hold |
22
| – | – | ﹤0.01% | 285 |
|
|
2013
Q2 | $494 | Buy |
+22
| New | +$534 | ﹤0.01% | 282 |
|
Other funds holding EXC
West Oak Capital's EXC Position: Q3 2025 in Review
West Oak Capital held its Exelon (EXC) position steady in Q3 2025 at 16 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #255.
West Oak Capital first reported a position in EXC in Q2 2013 and has held it in 49 quarters since. The position peaked at $6K in Q4 2024. 1,200 funds tracked by Wall St. Rank hold EXC as of Q3 2025.
- West Oak Capital held 16 shares of Exelon worth $7 as of Q3 2025.
- West Oak Capital left its Exelon share count unchanged in Q3 2025.
- Exelon made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #255 holding.
- West Oak Capital first reported a position in Exelon in Q2 2013 and has held it in 49 quarters since.
- West Oak Capital's Exelon position peaked at $6K in Q4 2024.
- 1,200 funds tracked by Wall St. Rank held Exelon as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.