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Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

EXC holding history

Exelon Corp in every 13F filed by Crewe 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)
419
Value
$19.5K
% of portfolio
<0.1%
Quarters held
12
Since Q2 2022
Holdings of EXC by Crewe Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026419$19.5K<0.1%+81+24.0%AddedHolders
Q1 2026338$16.6K<0.1%+204+152.2%AddedHolders
Q4 2025134$5.84K<0.1%+65+94.2%AddedHolders
Q3 202569$3.11K<0.1%+69NewHolders
Q2 20250$00.0%−22−100.0%Sold outHolders
Q1 202522$1.01K<0.1%+22NewHolders
Q4 20240$00.0%−681−100.0%Sold outHolders
Q3 2024681$27.6K<0.1%00.0%UnchangedHolders
Q2 2024681$23.6K<0.1%00.0%UnchangedHolders
Q1 2024681$25.6K<0.1%+681NewHolders
Q3 20230$00.0%−12−100.0%Sold outHolders
Q2 202312$489<0.1%+12NewHolders
Q1 20230$00.0%−51−100.0%Sold outHolders
Q4 202251$2.21K<0.1%−441−89.6%ReducedHolders
Q3 2022492$18.0K<0.1%+200+68.5%AddedHolders
Q2 2022292$13.0K<0.1%+292NewHolders