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Annis Gardner Whiting Capital Advisors’s Exelon EXC Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-590
Closed -$28.9K – 625
2026
Q1 		$28.9K Buy
590
+55
+10% +$2.56K ﹤0.01% 667
2025
Q4 		$23.3K Sell
535
-1
-0.2% -$46 ﹤0.01% 632
2025
Q3 		$24.1K Buy
536
+337
+169% +$14.8K 0.01% 582
2025
Q2 		$8.64K Sell
199
-29
-13% -$1.29K ﹤0.01% 754
2025
Q1 		$10.5K Buy
228
+9
+4% +$376 ﹤0.01% 535
2024
Q4 		$8.24K Sell
219
-155
-41% -$6.01K ﹤0.01% 558
2024
Q3 		$15.2K Hold
374
– – ﹤0.01% 502
2024
Q2 		$12.9K Hold
374
– – ﹤0.01% 647
2024
Q1 		$14.1K Buy
374
+156
+72% +$5.57K 0.01% 624
2023
Q4 		$7.83K Sell
218
-1,057
-83% -$40.7K ﹤0.01% 499
2023
Q3 		$48.2K Buy
+1,275
New +$52K 0.03% 290

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's EXC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Exelon (EXC) in Q2 2026, closing a stake of 590 shares — an estimated $28.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EXC in Q3 2023 and held it in 11 quarters. The position peaked at $48.2K in Q3 2023. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 590 Exelon shares in Q2 2026, an estimated $28.9K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Exelon in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Exelon position peaked at $48.2K in Q3 2023.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.