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

Institutional Holders (2016Q4)
Portfolio Summary: 839 Institutional holders with a total value of $25,165,825,308.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TREDJE AP-FONDEN 1 0 0.00%
2 Independent Portfolio Consultants, Inc. 9 0 0.00%
3 TD Capital Management LLC 11 0 0.00%
4 CREATIVE FINANCIAL DESIGNS INC /ADV 6 0 0.00%
5 West Oak Capital, LLC 16 568 0.00%
6 Cordasco Financial Network 40 1,000 0.00%
7 Redwood Investments, LLC 31 1,000 0.00% SH
8 PINKERTON WEALTH, LLC 29 1,000 0.00%
9 ALPHA WINDWARD LLC 70 2,000 0.00%
10 Tradewinds Capital Management, LLC 58 2,000 0.00%
11 ASSET DEDICATION, LLC 64 2,000 0.00%
12 DEUTSCHE BANK AG\ 80 2,000 0.00% Call
13 NEWFOUND RESEARCH LLC 74 3,000 0.00%
14 Apriem Advisors 73 3,000 0.00%
15 Capital Advisors, Ltd. LLC 75 3,000 0.00%
16 WOLVERINE ASSET MANAGEMENT LLC 100 3,000 0.00% Call
17 WESTSIDE INVESTMENT MANAGEMENT, INC. 85 3,008 0.00%
18 WealthTrust-Arizona, LLC 106 4,000 0.00%
19 Smithfield Trust Co 100 4,000 0.00%
20 MV CAPITAL MANAGEMENT, INC. 100 4,000 0.00%
21 Tarbox Family Office, Inc. 116 4,000 0.00%
22 ELGETHUN CAPITAL MANAGEMENT 100 4,000 0.00%
23 BALDWIN WEALTH PARTNERS LLC/MA 150 5,000 0.00%
24 COCONUT GROVE BANK 175 6,000 0.00%
25 PROFICIO CAPITAL PARTNERS LLC 176 6,000 0.00%
26 CITIZENS FINANCIAL GROUP INC/DE 180 6,000 0.00%
27 Private Ocean, LLC 177 6,000 0.00%
28 Cornerstone Advisors, Inc. 182 6,000 0.00%
29 PHYSICIANS FINANCIAL SERVICES, INC. 200 7,000 0.00%
30 Catamount Wealth Management 202 7,000 0.00%
31 ATWOOD & PALMER INC 200 7,000 0.00%
32 Avior Wealth Management, LLC 199 7,000 0.00%
33 AllSquare Wealth Management LLC 200 7,000 0.00%
34 D'Orazio & Associates, Inc. 202 7,000 0.00%
35 WEST PACES ADVISORS INC. 216 7,666 0.00%
36 BRUDERMAN ASSET MANAGEMENT, LLC 213 8,000 0.00%
37 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 230 8,000 0.00%
38 Cypress Capital Management LLC (WY) 250 8,763 0.00%
39 MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. 240 9,000 0.00%
40 ARROW FINANCIAL CORP 280 10,000 0.00%
41 MCF Advisors LLC 292 10,000 0.00%
42 Gemmer Asset Management LLC 269 10,000 0.00%
43 MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 11,000 0.00%
44 SPHINX TRADING, LP 300 11,000 0.00% Call
45 Glassman Wealth Services 312 11,000 0.00%
46 LBA Wealth Management, LLC 320 11,000 0.00%
47 HOWE & RUSLING INC 299 11,000 0.00%
48 ASSET PLANNING SERVICES, LTD. 330 12,000 0.00%
49 RAYMOND JAMES & ASSOCIATES 43,200 13,000 0.00% Call
50 ASSETMARK, INC 371 13,000 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.