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WestEnd Advisors, LLC

SEC CIK
0001351731
Latest filing
Jul 22, 2026

EXC holding history

Exelon Corp in every 13F filed by WestEnd 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)
47
Value
$2.19K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2022
Holdings of EXC by WestEnd Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647$2.19K<0.1%+3+6.8%AddedHolders
Q1 202644$2.16K<0.1%00.0%UnchangedHolders
Q4 202544$1.92K<0.1%−2−4.3%ReducedHolders
Q3 202546$2.07K<0.1%+46NewHolders
Q4 20240$00.0%−14−100.0%Sold outHolders
Q3 202414$568<0.1%−1−6.7%ReducedHolders
Q2 202415$519<0.1%00.0%UnchangedHolders
Q1 202415$564<0.1%+1+7.1%AddedHolders
Q4 202314$503<0.1%−12−46.2%ReducedHolders
Q3 202326$983<0.1%+26NewHolders
Q2 20230$00.0%–Sold outHolders
Q1 2023–$922<0.1%––Holders
Q4 202221$908<0.1%+5+31.3%AddedHolders
Q3 202216$1.00K<0.1%+5+45.5%AddedHolders
Q2 202211$498<0.1%+11NewHolders