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

Institutional Holders (2015Q1)
Portfolio Summary: 21 Institutional holders with a total value of $31,716,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Lesa Sroufe & Co 188,521 6,336,000 19.98%
2 World Asset Management Inc 107,787 3,623,000 11.42%
3 Narwhal Capital Management 95,550 3,211,000 10.12%
4 Azimuth Capital Management LLC 92,572 3,111,000 9.81%
5 Camelot Portfolios, LLC 85,684 2,880,000 9.08%
6 JAMES INVESTMENT RESEARCH, INC. 75,317 2,532,000 7.98%
7 Bollard Group LLC 72,561 2,439,000 7.69%
8 CHICKASAW CAPITAL MANAGEMENT LLC 48,000 1,613,000 5.09%
9 PROFFITT & GOODSON INC 42,039 1,413,000 4.46%
10 D L CARLSON INVESTMENT GROUP INC 25,283 850,000 2.68%
11 DT Investment Partners, LLC 22,410 753,000 2.37%
12 Barry Investment Advisors, LLC 20,164 678,000 2.14%
13 InterOcean Capital, LLC 14,732 495,000 1.56%
14 Geneva Advisors, LLC 11,893 400,000 1.26%
15 SCHALLER INVESTMENT GROUP INC 11,132 374,000 1.18%
16 RONALD BLUE & CO LLC 7,677 258,000 0.81%
17 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,600 255,000 0.80%
18 Laird Norton Wetherby Wealth Management, LLC 7,306 246,000 0.78%
19 Chesley Taft & Associates LLC 6,571 221,000 0.70%
20 QCI ASSET MANAGEMENT INC/NY 460 15,000 0.05%
21 ISTHMUS PARTNERS, LLC 400 13,000 0.04%

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.