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

Institutional Holders (2015Q2)
Portfolio Summary: 24 Institutional holders with a total value of $31,231,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Lesa Sroufe & Co 175,232 5,506,000 17.63%
2 Azimuth Capital Management LLC 99,047 3,112,000 9.96%
3 World Asset Management Inc 98,157 3,084,000 9.87%
4 Narwhal Capital Management 96,150 3,021,000 9.67%
5 Convergence Investment Partners, LLC 89,102 2,800,000 8.97%
6 Camelot Portfolios, LLC 85,757 2,694,000 8.63%
7 Bollard Group LLC 68,677 2,158,000 6.91%
8 D L CARLSON INVESTMENT GROUP INC 49,803 1,565,000 5.01%
9 CHICKASAW CAPITAL MANAGEMENT LLC 48,000 1,508,000 4.83%
10 PROFFITT & GOODSON INC 40,745 1,280,000 4.10%
11 DT Investment Partners, LLC 23,959 753,000 2.41%
12 JAMES INVESTMENT RESEARCH, INC. 22,947 721,000 2.31%
13 Barry Investment Advisors, LLC 20,293 638,000 2.04%
14 InterOcean Capital, LLC 13,173 414,000 1.33%
15 Geneva Advisors, LLC 12,863 404,000 1.29%
16 SCHALLER INVESTMENT GROUP INC 11,132 350,000 1.12%
17 Laird Norton Wetherby Wealth Management, LLC 8,461 265,000 0.85%
18 RONALD BLUE & CO LLC 7,820 246,000 0.79%
19 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,683 241,000 0.77%
20 SVB WEALTH LLC 6,925 218,000 0.70%
21 Chesley Taft & Associates LLC 6,613 208,000 0.67%
22 KINGS POINT CAPITAL MANAGEMENT 588 18,000 0.06%
23 QCI ASSET MANAGEMENT INC/NY 460 14,000 0.04%
24 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.