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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

EXC holding history

Exelon Corp in every 13F filed by Wealthspire 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)
27,601
Value
$1.29M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EXC by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,601$1.29M<0.1%+1,289+4.9%AddedHolders
Q1 202626,312$1.29M<0.1%−13,491−33.9%ReducedHolders
Q4 202539,803$1.74M<0.1%+7,865+24.6%AddedHolders
Q3 202531,938$1.44M<0.1%+1,435+4.7%AddedHolders
Q2 202530,503$1.32M<0.1%+1,498+5.2%AddedHolders
Q1 202529,005$1.34M<0.1%−104−0.4%ReducedHolders
Q4 202429,109$1.10M<0.1%−679−2.3%ReducedHolders
Q3 202429,788$1.21M<0.1%+2,746+10.2%AddedHolders
Q2 202427,042$935.9K<0.1%+7,968+41.8%AddedHolders
Q1 202419,074$716.6K<0.1%−500−2.6%ReducedHolders
Q4 202319,574$702.7K<0.1%−1,661−7.8%ReducedHolders
Q3 202321,235$802.5K<0.1%−1,370−6.1%ReducedHolders
Q2 202322,605$920.9K<0.1%−165−0.7%ReducedHolders
Q1 202322,770$953.8K<0.1%−2,749−10.8%ReducedHolders
Q4 202225,519$1.10M<0.1%−15,885−38.4%ReducedHolders
Q3 202241,404$1.55M<0.1%+29,290+241.8%AddedHolders
Q2 202212,114$549.0K<0.1%+2,393+24.6%AddedHolders
Q1 20229,721$463.0K<0.1%−10,511−52.0%ReducedHolders
Q4 202120,232$1.17M<0.1%+9,276+84.7%AddedHolders
Q3 202110,956$530.0K<0.1%+4,706+75.3%AddedHolders
Q2 20216,250$277.0K<0.1%−15,247−70.9%ReducedHolders
Q1 202121,497$940.0K<0.1%––Holders

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