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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

EXC holding history

Exelon Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q2 2026)
12,414
Value
$578.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EXC by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,414$578.7K<0.1%−8,343−40.2%ReducedHolders
Q1 202620,757$1.02M<0.1%+10,669+105.8%AddedHolders
Q4 202510,088$439.7K<0.1%+420+4.3%AddedHolders
Q3 20259,668$435.2K<0.1%+48+0.5%AddedHolders
Q2 20259,620$417.7K<0.1%+939+10.8%AddedHolders
Q1 20258,681$400.0K<0.1%−630−6.8%ReducedHolders
Q4 20249,311$350.5K<0.1%−571−5.8%ReducedHolders
Q3 20249,882$400.7K<0.1%+157+1.6%AddedHolders
Q2 20249,725$336.6K<0.1%−572−5.6%ReducedHolders
Q1 202410,297$392.6K<0.1%−223−2.1%ReducedHolders
Q4 202310,520$377.7K<0.1%+4,337+70.1%AddedHolders
Q3 20236,183$233.7K<0.1%+2,805+83.0%AddedHolders
Q2 20233,378$137.6K<0.1%+1,957+137.7%AddedHolders
Q1 20231,421$59.5K<0.1%+552+63.5%AddedHolders
Q4 2022869$37.6K<0.1%+201+30.1%AddedHolders
Q3 2022668$25.0K<0.1%−683−50.6%ReducedHolders
Q2 20221,351$61.0K<0.1%−616−31.3%ReducedHolders
Q1 20221,967$94.0K<0.1%+7+0.4%AddedHolders
Q4 20211,960$113.0K<0.1%+428+27.9%AddedHolders
Q3 20211,532$74.0K<0.1%+740+93.4%AddedHolders
Q2 2021792$35.0K<0.1%+412+108.4%AddedHolders
Q1 2021380$17.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.