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EXELON CORP
EXELON CORP. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 799 Institutional holders with a total value of $25,399,847,902.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TD Capital Management LLC 11 0 0.00%
2 West Oak Capital, LLC 16 582 0.00%
3 Cordasco Financial Network 40 1,000 0.00%
4 New Harbor Financial Group, LLC 46 1,000 0.00%
5 PINKERTON WEALTH, LLC 33 1,000 0.00%
6 Endurance Wealth Management, Inc. 62 2,000 0.00%
7 NEWFOUND RESEARCH LLC 67 2,000 0.00%
8 Tradewinds Capital Management, LLC 58 2,000 0.00%
9 ASSET DEDICATION, LLC 64 2,000 0.00%
10 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 106 3,000 0.00%
11 Capital Advisors, Ltd. LLC 75 3,000 0.00%
12 Clean Yield Group 75 3,000 0.00%
13 HERNDON CAPITAL MANAGEMENT LLC 85 3,000 0.00%
14 WealthTrust-Arizona, LLC 104 4,000 0.00%
15 Tower Research Capital LLC (TRC) 100 4,000 0.00%
16 Tarbox Family Office, Inc. 115 4,000 0.00%
17 Smithfield Trust Co 100 4,000 0.00%
18 BALDWIN WEALTH PARTNERS LLC/MA 150 5,000 0.00%
19 COCONUT GROVE BANK 150 5,000 0.00%
20 Cranbrook Wealth Management, LLC 150 5,000 0.00%
21 WESTPORT RESOURCES MANAGEMENT INC 177 6,000 0.00%
22 Private Ocean, LLC 177 6,000 0.00%
23 AllSquare Wealth Management LLC 200 7,000 0.00%
24 ATWOOD & PALMER INC 200 7,000 0.00%
25 D'Orazio & Associates, Inc. 200 7,000 0.00%
26 MV CAPITAL MANAGEMENT, INC. 200 7,000 0.00%
27 Catamount Wealth Management 202 7,000 0.00%
28 ACROSPIRE INVESTMENT MANAGEMENT LLC 200 7,000 0.00%
29 PHYSICIANS FINANCIAL SERVICES, INC. 200 7,000 0.00%
30 CapWealth Advisors, LLC 185 7,000 0.00%
31 BRUDERMAN ASSET MANAGEMENT, LLC 209 8,000 0.00%
32 PROFICIO CAPITAL PARTNERS LLC 207 8,000 0.00%
33 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 230 8,000 0.00%
34 Gemmer Asset Management LLC 238 9,000 0.00%
35 Cypress Capital Management LLC (WY) 250 9,090 0.00%
36 ARROW FINANCIAL CORP 280 10,000 0.00%
37 MCF Advisors LLC 287 10,000 0.00%
38 Glassman Wealth Services 279 10,000 0.00%
39 ENTERPRISE FINANCIAL SERVICES CORP 268 10,000 0.00%
40 PENSERRA CAPITAL MANAGEMENT LLC 274 10,000 0.00%
41 LBA Wealth Management, LLC 320 12,000 0.00%
42 Edge Wealth Management LLC 381 14,000 0.00% SH
43 REILLY FINANCIAL ADVISORS, LLC 384 14,000 0.00%
44 C M BIDWELL & ASSOCIATES LTD 385 14,000 0.00%
45 Tortoise Investment Management, LLC 400 15,000 0.00%
46 Stevens First Principles Investment Advisors 400 15,000 0.00%
47 CUTLER GROUP LLC / CA 24,700 15,000 0.00% Put
48 Stanford Investment Group, Inc. 400 15,000 0.00%
49 SEVENBRIDGE FINANCIAL GROUP, LLC 422 15,000 0.00%
50 FIRST PREMIER BANK 453 16,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.