Annis Gardner Whiting Capital Advisors, LLC

Position in EXC — Exelon Corp

CIK 1998414 TAMPA, FL

Position in EXC

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$28,921

+$5,601 QoQ

Shares Held

590

+10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,738,530 across 6 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,258	$637,034
2	DUK	Duke Energy CORP	4,924	$623,279
3	AEP	American Electric Power Co Inc	4,516	$617,833
4	SO	Southern Co	4,495	$430,216
5	D	Dominion Energy, Inc	3,226	$220,303
6	ED	Consolidated Edison Inc	1,897	$209,865

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,921	590	+10.3%	Shares	Sole	2026-05-06
2025-12-31	$23,320	535	-0.2%	Shares	Sole	2026-02-09
2025-09-30	$24,125	536	+169.3%	Shares	Sole	2025-11-03
2025-06-30	$8,640	199	-12.7%	Shares	Sole	2025-08-11
2025-03-31	$10,506	228	+4.1%	Shares	Sole	2025-05-09
2024-12-31	$8,243	219	-41.4%	Shares	Sole	2025-02-12
2024-09-30	$15,165	374	0.0%	Shares	Sole	2024-11-14
2024-06-30	$12,944	374	0.0%	Shares	Sole	2024-08-12
2024-03-31	$14,051	374	+71.6%	Shares	Sole	2024-05-13
2023-12-31	$7,826	218	-82.9%	Shares	Sole	2024-02-09
2023-09-30	$48,182	1,275	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.