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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

EXC holding history

Exelon Corp in every 13F filed by Beacon Pointe 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)
20,466
Value
$954.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EXC by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,466$954.1K<0.1%+1,095+5.7%AddedHolders
Q1 202619,371$949.6K<0.1%+3,929+25.4%AddedHolders
Q4 202515,442$673.1K<0.1%+635+4.3%AddedHolders
Q3 202514,807$666.5K<0.1%+1,056+7.7%AddedHolders
Q2 202513,751$597.1K<0.1%+616+4.7%AddedHolders
Q1 202513,135$605.3K<0.1%+198+1.5%AddedHolders
Q4 202412,937$487.0K<0.1%+821+6.8%AddedHolders
Q3 202412,116$491.3K<0.1%−965−7.4%ReducedHolders
Q2 202413,081$452.7K<0.1%−1,672−11.3%ReducedHolders
Q1 202414,753$554.3K<0.1%+2,169+17.2%AddedHolders
Q4 202312,584$451.8K<0.1%−132−1.0%ReducedHolders
Q3 202312,716$480.5K<0.1%+2,416+23.5%AddedHolders
Q2 202310,300$419.6K<0.1%−1,393−11.9%ReducedHolders
Q1 202311,693$489.8K<0.1%+1,014+9.5%AddedHolders
Q4 202210,679$461.6K<0.1%−605−5.4%ReducedHolders
Q3 202211,284$423.0K<0.1%−1,063−8.6%ReducedHolders
Q2 202212,347$559.0K<0.1%−2,088−14.5%ReducedHolders
Q1 202214,435$688.0K<0.1%+6,771+88.3%AddedHolders
Q4 20217,664$443.0K<0.1%−9−0.1%ReducedHolders
Q3 20217,673$371.0K<0.1%+102+1.3%AddedHolders
Q2 20217,571$335.0K<0.1%+2,957+64.1%AddedHolders
Q1 20214,614$202.0K<0.1%––Holders

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