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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

EXC holding history

Exelon Corp in every 13F filed by GWM 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)
60,175
Value
$2.81M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of EXC by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202660,175$2.81M<0.1%−20,006−25.0%ReducedHolders
Q1 202680,181$3.93M<0.1%−197−0.2%ReducedHolders
Q4 202580,378$3.50M<0.1%+8,577+11.9%AddedHolders
Q3 202571,801$3.23M<0.1%+20,479+39.9%AddedHolders
Q2 202551,322$2.23M<0.1%−8,432−14.1%ReducedHolders
Q1 202559,754$2.75M<0.1%+20,687+53.0%AddedHolders
Q4 202439,067$1.47M<0.1%+7,984+25.7%AddedHolders
Q3 202431,083$1.26M<0.1%−571−1.8%ReducedHolders
Q2 202431,654$1.10M<0.1%+455+1.5%AddedHolders
Q1 202431,199$1.17M<0.1%+1,896+6.5%AddedHolders
Q4 202329,303$1.02M<0.1%+11,583+65.4%AddedHolders
Q3 202317,720$669.7K<0.1%−1,884−9.6%ReducedHolders
Q2 202319,604$798.7K<0.1%+1,193+6.5%AddedHolders
Q1 202318,411$774.5K<0.1%+248+1.4%AddedHolders
Q4 202218,163$669.6K<0.1%+3,105+20.6%AddedHolders
Q3 202215,058$565.0K<0.1%−1,783−10.6%ReducedHolders
Q2 202216,841$764.0K<0.1%+3,091+22.5%AddedHolders
Q1 202213,750$655.0K<0.1%+5,049+58.0%AddedHolders
Q4 20218,701$502.0K<0.1%+8,701NewHolders
Q3 20210$00.0%−6,397−100.0%Sold outHolders
Q2 20216,397$283.0K<0.1%−2,000−23.8%ReducedHolders
Q1 20218,397$367.0K<0.1%––Holders

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