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

Institutional Holders (2016Q2)
Portfolio Summary: 19 Institutional holders with a total value of $23,650,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KINGS POINT CAPITAL MANAGEMENT 588 21,000 0.09%
2 Evercore Wealth Management, LLC 1,375 50,000 0.21%
3 QCI ASSET MANAGEMENT INC/NY 2,360 86,000 0.36%
4 Tufton Capital Management 5,671 206,000 0.87%
5 BLUESTEIN R H & CO LLC 7,000 255,000 1.08%
6 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,282 265,000 1.12%
7 Laird Norton Wetherby Wealth Management, LLC 8,634 314,000 1.33%
8 RONALD BLUE & CO LLC 8,723 317,000 1.34%
9 SCHALLER INVESTMENT GROUP INC 11,132 405,000 1.71%
10 JAMES INVESTMENT RESEARCH, INC. 12,083 439,000 1.86%
11 Barry Investment Advisors, LLC 17,370 632,000 2.67%
12 Bollard Group LLC 21,440 780,000 3.30%
13 DT Investment Partners, LLC 29,796 1,083,000 4.58%
14 PROFFITT & GOODSON INC 44,909 1,633,000 6.90%
15 D L CARLSON INVESTMENT GROUP INC 58,178 2,115,000 8.94%
16 World Asset Management Inc 98,187 3,570,000 15.10%
17 Azimuth Capital Management LLC 98,241 3,572,000 15.10%
18 Narwhal Capital Management 103,820 3,775,000 15.96%
19 Lesa Sroufe & Co 113,650 4,132,000 17.47%

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.