Gerald Baker Financial Group LLC

Position in EXC — Exelon Corp

CIK 2133489 ARLINGTON, TX

Position in EXC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,025,966

-$47,621 QoQ

Shares Held

22,007

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#511

of 1,276 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Gerald Baker Financial Group LLC holds $2,079,619 across 3 Utilities - Regulated Electric names. EXC ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp This page	22,007	$1,025,966
2	NEE	Nextera Energy Inc	8,219	$721,381
3	DUK	Duke Energy CORP	2,625	$332,272

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,025,966	22,007	+0.5%	Shares	Sole	2026-08-03
2026-03-31	$1,073,587	21,901	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.