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Livermore
Livermore
ZHEN

Cornerstone Advisory, LLC

SEC CIK
0001668189
Latest filing
Jul 29, 2026

EXC holding history

Exelon Corp in every 13F filed by Cornerstone Advisory, 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)
6,828
Value
$318.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EXC by Cornerstone Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,828$318.3K<0.1%+381+5.9%AddedHolders
Q1 20266,447$316.0K<0.1%+127+2.0%AddedHolders
Q4 20256,320$275.5K<0.1%−30−0.5%ReducedHolders
Q3 20256,350$285.8K<0.1%+46+0.7%AddedHolders
Q2 20256,304$273.7K<0.1%−248−3.8%ReducedHolders
Q1 20256,552$303.3K<0.1%−2,692−29.1%ReducedHolders
Q4 20249,244$396.1K<0.1%+1,289+16.2%AddedHolders
Q3 20247,955$322.6K<0.1%−537−6.3%ReducedHolders
Q2 20248,492$293.9K<0.1%−3,095−26.7%ReducedHolders
Q1 202411,587$435.3K0.1%+280+2.5%AddedHolders
Q4 202311,307$405.9K0.1%−70−0.6%ReducedHolders
Q3 202311,377$429.9K0.1%+170+1.5%AddedHolders
Q2 202311,207$456.6K0.1%+59+0.5%AddedHolders
Q1 202311,148$467.0K0.1%+56+0.5%AddedHolders
Q4 202211,092$479.5K0.1%−31−0.3%ReducedHolders
Q3 202211,123$417.0K0.1%+161+1.5%AddedHolders
Q2 202210,962$497.0K0.1%00.0%UnchangedHolders
Q1 202210,962$522.0K0.1%−1,959−15.2%ReducedHolders
Q4 202112,921$746.0K0.1%+2,547+24.6%AddedHolders
Q3 202110,374$502.0K0.1%−47−0.5%ReducedHolders
Q2 202110,421$462.0K0.1%−1,245−10.7%ReducedHolders
Q1 202111,666$510.0K0.1%––Holders

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