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

Institutional Holders (2014Q2)
Portfolio Summary: 24 Institutional holders with a total value of $71,220,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KILLEN GROUP INC 709,440 25,880,000 36.34%
2 JAMES INVESTMENT RESEARCH, INC. 292,034 10,653,000 14.96%
3 Lesa Sroufe & Co 206,736 7,542,000 10.59%
4 World Asset Management Inc 122,427 4,466,000 6.27%
5 Azimuth Capital Management LLC 89,307 3,258,000 4.57%
6 Grey Owl Capital Management, LLC 85,831 3,131,000 4.40%
7 Camelot Portfolios, LLC 60,096 2,192,000 3.08%
8 CHICKASAW CAPITAL MANAGEMENT LLC 55,000 2,006,000 2.82%
9 Bollard Group LLC 54,407 1,985,000 2.79%
10 PROFFITT & GOODSON INC 49,873 1,819,000 2.55%
11 Narwhal Capital Management 46,820 1,708,000 2.40%
12 Cetera Advisors LLC 43,768 1,600,000 2.25%
13 PARSONS CAPITAL MANAGEMENT INC/RI 26,594 970,000 1.36%
14 Cetera Advisor Networks LLC 24,364 888,000 1.25%
15 InterOcean Capital, LLC 23,067 841,000 1.18%
16 SCHALLER INVESTMENT GROUP INC 11,132 406,000 0.57%
17 Van Cleef Asset Management,Inc 10,437 381,000 0.53%
18 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 9,375 342,000 0.48%
19 Banyan Partners, LLC 9,270 338,000 0.47%
20 RONALD BLUE & CO LLC 8,011 292,000 0.41%
21 Chesley Taft & Associates LLC 7,294 266,000 0.37%
22 Laird Norton Wetherby Wealth Management, LLC 5,673 207,000 0.29%
23 QCI ASSET MANAGEMENT INC/NY 760 28,000 0.04%
24 KINGS POINT CAPITAL MANAGEMENT 588 21,000 0.03%

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.