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

Institutional Holders (2016Q4)
Portfolio Summary: 21 Institutional holders with a total value of $31,599,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KINGS POINT CAPITAL MANAGEMENT 588 21,000 0.07%
2 Evercore Wealth Management, LLC 1,135 40,000 0.13%
3 QCI ASSET MANAGEMENT INC/NY 1,160 41,000 0.13%
4 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,282 258,000 0.82%
5 JAMES INVESTMENT RESEARCH, INC. 8,698 309,000 0.98%
6 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 9,321 331,000 1.05%
7 Laird Norton Wetherby Wealth Management, LLC 10,825 384,000 1.22%
8 SCHALLER INVESTMENT GROUP INC 11,132 395,000 1.25%
9 Barry Investment Advisors, LLC 15,110 536,000 1.70%
10 Bollard Group LLC 22,772 808,000 2.56%
11 DT Investment Partners, LLC 32,634 1,158,000 3.66%
12 SHELTON CAPITAL MANAGEMENT 35,634 1,265,000 4.00%
13 PROFFITT & GOODSON INC 46,214 1,640,000 5.19%
14 D L CARLSON INVESTMENT GROUP INC 57,953 2,057,000 6.51%
15 RADNOR CAPITAL MANAGEMENT, LLC 58,040 2,060,000 6.52%
16 NUANCE INVESTMENTS, LLC 71,608 2,541,000 8.04%
17 Ativo Capital Management LLC 91,561 3,250,000 10.29%
18 World Asset Management Inc 92,043 3,267,000 10.34%
19 Narwhal Capital Management 99,505 3,531,000 11.17%
20 Azimuth Capital Management LLC 108,211 3,840,000 12.15%
21 Lesa Sroufe & Co 108,947 3,867,000 12.24%

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.