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

Institutional Holders (2015Q3)
Portfolio Summary: 22 Institutional holders with a total value of $36,323,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ISTHMUS PARTNERS, LLC 400 12,000 0.03%
2 QCI ASSET MANAGEMENT INC/NY 460 14,000 0.04%
3 KINGS POINT CAPITAL MANAGEMENT 588 17,000 0.05%
4 InterOcean Capital, LLC 7,248 215,000 0.59%
5 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,683 228,000 0.63%
6 RONALD BLUE & CO LLC 7,694 229,000 0.63%
7 Laird Norton Wetherby Wealth Management, LLC 8,897 264,000 0.73%
8 SCHALLER INVESTMENT GROUP INC 11,132 331,000 0.91%
9 Geneva Advisors, LLC 12,368 367,000 1.01%
10 Barry Investment Advisors, LLC 18,294 543,000 1.49%
11 SENTINEL ASSET MANAGEMENT, INC. 20,000 594,000 1.64%
12 DT Investment Partners, LLC 23,874 709,000 1.95%
13 PROFFITT & GOODSON INC 41,920 1,245,000 3.43%
14 CHICKASAW CAPITAL MANAGEMENT LLC 48,000 1,426,000 3.93%
15 Camelot Portfolios, LLC 66,371 1,971,000 5.43%
16 Bollard Group LLC 69,331 2,059,000 5.67%
17 D L CARLSON INVESTMENT GROUP INC 69,678 2,069,000 5.70%
18 Azimuth Capital Management LLC 90,492 2,688,000 7.40%
19 Narwhal Capital Management 97,375 2,892,000 7.96%
20 World Asset Management Inc 99,375 2,952,000 8.13%
21 Lesa Sroufe & Co 168,514 5,005,000 13.78%
22 JAMES INVESTMENT RESEARCH, INC. 353,300 10,493,000 28.89%

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.