Dark
Light
System
Security
EXELON CORPORATION
EXELON CORPORATION. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 21 Institutional holders with a total value of $27,377,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Lesa Sroufe & Co 115,601 4,145,000 15.14%
2 Narwhal Capital Management 103,855 3,724,000 13.60%
3 Azimuth Capital Management LLC 100,802 3,615,000 13.20%
4 World Asset Management Inc 97,229 3,487,000 12.74%
5 D L CARLSON INVESTMENT GROUP INC 57,278 2,054,000 7.50%
6 PROFFITT & GOODSON INC 46,659 1,673,000 6.11%
7 CHICKASAW CAPITAL MANAGEMENT LLC 42,000 1,506,000 5.50%
8 SHELTON CAPITAL MANAGEMENT 36,462 1,308,000 4.78%
9 SENTINEL ASSET MANAGEMENT, INC. 25,000 897,000 3.28%
10 DT Investment Partners, LLC 24,795 889,000 3.25%
11 JAMES INVESTMENT RESEARCH, INC. 21,975 788,000 2.88%
12 Bollard Group LLC 21,261 762,000 2.78%
13 Barry Investment Advisors, LLC 18,841 676,000 2.47%
14 SCHALLER INVESTMENT GROUP INC 11,132 399,000 1.46%
15 BOYS ARNOLD & CO INC 8,700 312,000 1.14%
16 RONALD BLUE & CO LLC 8,459 304,000 1.11%
17 SVB WEALTH LLC 7,624 273,000 1.00%
18 Laird Norton Wetherby Wealth Management, LLC 7,540 270,000 0.99%
19 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,282 261,000 0.95%
20 KINGS POINT CAPITAL MANAGEMENT 588 21,000 0.08%
21 QCI ASSET MANAGEMENT INC/NY 360 13,000 0.05%

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.