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

Institutional Holders (2014Q3)
Portfolio Summary: 29 Institutional holders with a total value of $74,464,010.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KILLEN GROUP INC 861,440 29,366,000 39.44%
2 JAMES INVESTMENT RESEARCH, INC. 296,854 10,120,000 13.59%
3 Lesa Sroufe & Co 208,039 7,092,000 9.52%
4 World Asset Management Inc 130,104 4,435,000 5.96%
5 Azimuth Capital Management LLC 88,407 3,014,000 4.05%
6 Grey Owl Capital Management, LLC 82,726 2,820,000 3.79%
7 Camelot Portfolios, LLC 64,653 2,204,000 2.96%
8 Bollard Group LLC 57,564 1,962,000 2.63%
9 CHICKASAW CAPITAL MANAGEMENT LLC 53,000 1,807,000 2.43%
10 PROFFITT & GOODSON INC 48,903 1,667,000 2.24%
11 Cetera Advisors LLC 46,699 1,595,000 2.14%
12 Narwhal Capital Management 46,520 1,586,000 2.13%
13 Convergence Investment Partners, LLC 31,446 1,072,000 1.44%
14 Cetera Advisor Networks LLC 25,240 861,000 1.16%
15 UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,202 791,000 1.06%
16 InterOcean Capital, LLC 20,338 693,000 0.93%
17 DT Investment Partners, LLC 20,203 689,000 0.93%
18 Geneva Advisors, LLC 11,415 389,000 0.52%
19 SCHALLER INVESTMENT GROUP INC 11,132 379,000 0.51%
20 Banyan Partners, LLC 9,270 316,000 0.42%
21 Van Cleef Asset Management,Inc 8,623 294,000 0.39%
22 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 8,525 291,000 0.39%
23 RONALD BLUE & CO LLC 7,780 265,000 0.36%
24 Chesley Taft & Associates LLC 7,340 250,000 0.34%
25 Laird Norton Wetherby Wealth Management, LLC 6,260 214,000 0.29%
26 CARRET ASSET MANAGEMENT, LLC 5,900 201,000 0.27%
27 First City Capital Management, Inc. 1,115 38,010 0.05%
28 QCI ASSET MANAGEMENT INC/NY 960 33,000 0.04%
29 KINGS POINT CAPITAL MANAGEMENT 588 20,000 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.