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

Institutional Holders (2014Q4)
Portfolio Summary: 31 Institutional holders with a total value of $81,987,344.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KILLEN GROUP INC 880,440 32,647,000 39.82%
2 JAMES INVESTMENT RESEARCH, INC. 364,301 13,509,000 16.48%
3 Lesa Sroufe & Co 194,848 7,225,000 8.81%
4 World Asset Management Inc 108,423 4,020,000 4.90%
5 Azimuth Capital Management LLC 92,322 3,423,000 4.18%
6 Convergence Investment Partners, LLC 66,478 2,465,000 3.01%
7 Camelot Portfolios, LLC 66,328 2,459,000 3.00%
8 Bollard Group LLC 62,943 2,334,000 2.85%
9 CHICKASAW CAPITAL MANAGEMENT LLC 53,000 1,965,000 2.40%
10 PROFFITT & GOODSON INC 45,298 1,680,000 2.05%
11 Cetera Advisors LLC 43,614 1,611,000 1.96%
12 Narwhal Capital Management 38,110 1,413,000 1.72%
13 D L CARLSON INVESTMENT GROUP INC 24,743 917,000 1.12%
14 Cetera Advisor Networks LLC 24,266 902,000 1.10%
15 DT Investment Partners, LLC 21,227 787,000 0.96%
16 Barry Investment Advisors, LLC 19,872 737,000 0.90%
17 SENTINEL ASSET MANAGEMENT, INC. 17,500 649,000 0.79%
18 InterOcean Capital, LLC 16,032 594,000 0.72%
19 SCHALLER INVESTMENT GROUP INC 11,132 413,000 0.50%
20 Geneva Advisors, LLC 10,486 389,000 0.47%
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,270 307,000 0.37%
22 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,950 295,000 0.36%
23 RONALD BLUE & CO LLC 7,686 285,000 0.35%
24 Laird Norton Wetherby Wealth Management, LLC 7,486 277,000 0.34%
25 Van Cleef Asset Management,Inc 7,302 271,000 0.33%
26 Chesley Taft & Associates LLC 6,951 258,000 0.31%
27 Leisure Capital Management 1,224 45,000 0.05%
28 First City Capital Management, Inc. 1,115 41,344 0.05%
29 QCI ASSET MANAGEMENT INC/NY 860 32,000 0.04%
30 KINGS POINT CAPITAL MANAGEMENT 588 22,000 0.03%
31 ISTHMUS PARTNERS, LLC 400 15,000 0.02%

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.