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

Institutional Holders (2016Q3)
Portfolio Summary: 782 Institutional holders with a total value of $23,071,514,019.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TD Capital Management LLC 11 0 0.00%
2 West Oak Capital, LLC 16 533 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 Capital Advisors, Ltd. LLC 75 2,000 0.00%
7 Tradewinds Capital Management, LLC 58 2,000 0.00%
8 ASSET DEDICATION, LLC 64 2,000 0.00%
9 NEWFOUND RESEARCH LLC 71 2,000 0.00%
10 HERNDON CAPITAL MANAGEMENT LLC 85 3,000 0.00%
11 Cranbrook Wealth Management, LLC 96 3,000 0.00%
12 WealthTrust-Arizona, LLC 105 3,000 0.00%
13 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 106 3,000 0.00%
14 UBS Group AG 100 3,000 0.00% Call
15 RAYMOND JAMES & ASSOCIATES 27,900 3,000 0.00% Call
16 Smithfield Trust Co 100 3,000 0.00%
17 Tarbox Family Office, Inc. 119 4,000 0.00%
18 BALDWIN WEALTH PARTNERS LLC/MA 150 5,000 0.00%
19 CapWealth Advisors, LLC 185 6,000 0.00%
20 D'Orazio & Associates, Inc. 200 6,000 0.00%
21 CITIZENS FINANCIAL GROUP INC/DE 180 6,000 0.00%
22 Catamount Wealth Management 202 6,000 0.00%
23 Private Ocean, LLC 177 6,000 0.00%
24 ATWOOD & PALMER INC 200 7,000 0.00%
25 PHYSICIANS FINANCIAL SERVICES, INC. 200 7,000 0.00%
26 ROBLE, BELKO & COMPANY, INC 200 7,000 0.00%
27 AllSquare Wealth Management LLC 200 7,000 0.00%
28 PROFICIO CAPITAL PARTNERS LLC 207 7,000 0.00%
29 MV CAPITAL MANAGEMENT, INC. 200 7,000 0.00%
30 BRUDERMAN ASSET MANAGEMENT, LLC 211 7,000 0.00%
31 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 230 8,000 0.00%
32 Cypress Capital Management LLC (WY) 250 8,323 0.00%
33 Glassman Wealth Services 279 9,000 0.00%
34 ARROW FINANCIAL CORP 280 9,000 0.00%
35 GUIDANT WEALTH ADVISORS 300 10,000 0.00%
36 MCF Advisors LLC 290 10,000 0.00%
37 HOWE & RUSLING INC 299 10,000 0.00%
38 Gemmer Asset Management LLC 295 10,000 0.00%
39 LBA Wealth Management, LLC 320 11,000 0.00%
40 ENTERPRISE FINANCIAL SERVICES CORP 336 11,000 0.00%
41 Tortoise Investment Management, LLC 400 13,000 0.00%
42 Stanford Investment Group, Inc. 400 13,000 0.00%
43 Stevens First Principles Investment Advisors 400 13,000 0.00%
44 REILLY FINANCIAL ADVISORS, LLC 384 13,000 0.00%
45 Edge Wealth Management LLC 381 13,000 0.00% SH
46 SEVENBRIDGE FINANCIAL GROUP, LLC 422 14,000 0.00%
47 Perigon Wealth Management, LLC 460 15,000 0.00%
48 FIRST PREMIER BANK 453 15,000 0.00%
49 Cornerstone Advisors, Inc. 451 15,000 0.00%
50 Joel Isaacson & Co., LLC 476 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.