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Livermore
Livermore
ZHEN

Lakeside Advisors, INC.

SEC CIK
0001913467
Latest filing
Jul 31, 2026

EXC holding history

Exelon Corp in every 13F filed by Lakeside Advisors, INC., 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)
12,708
Value
$592.4K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of EXC by Lakeside Advisors, INC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,708$592.4K0.4%−900−6.6%ReducedHolders
Q1 202613,608$667.1K0.4%−250−1.8%ReducedHolders
Q4 202513,858$604.1K0.4%−150−1.1%ReducedHolders
Q3 202514,008$630.5K0.4%−1,150−7.6%ReducedHolders
Q2 202515,158$658.2K0.4%−200−1.3%ReducedHolders
Q1 202515,358$707.7K0.5%−900−5.5%ReducedHolders
Q4 202416,258$612.0K0.4%−100−0.6%ReducedHolders
Q3 202416,358$663.3K0.4%00.0%UnchangedHolders
Q2 202416,358$566.1K0.4%−700−4.1%ReducedHolders
Q1 202417,058$640.9K0.4%−200−1.2%ReducedHolders
Q4 202317,258$619.6K0.4%00.0%UnchangedHolders
Q3 202317,258$652.2K0.5%−200−1.1%ReducedHolders
Q2 202317,458$711.2K0.5%−450−2.5%ReducedHolders
Q1 202317,908$750.2K0.6%00.0%UnchangedHolders
Q4 202217,908$774.2K0.6%00.0%UnchangedHolders
Q3 202217,908$671.0K0.6%−100−0.6%ReducedHolders
Q2 202218,008$816.0K0.7%−245−1.3%ReducedHolders
Q1 202218,253$869.0K0.7%00.0%UnchangedHolders
Q4 202118,253$1.05M0.8%–No prior filingHolders