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

Institutional Holders (2017Q2)
Portfolio Summary: 20 Institutional holders with a total value of $37,405,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 234,640 8,463,000 22.63%
2 Lesa Sroufe & Co 106,805 3,852,000 10.30%
3 Azimuth Capital Management LLC 105,926 3,821,000 10.22%
4 Narwhal Capital Management 96,205 3,470,000 9.28%
5 World Asset Management Inc 87,935 3,172,000 8.48%
6 D L CARLSON INVESTMENT GROUP INC 62,825 2,266,000 6.06%
7 Ativo Capital Management LLC 60,058 2,166,000 5.79%
8 RADNOR CAPITAL MANAGEMENT, LLC 59,640 2,151,000 5.75%
9 DT Investment Partners, LLC 44,106 1,591,000 4.25%
10 SHELTON CAPITAL MANAGEMENT 39,534 1,426,000 3.81%
11 Bollard Group LLC 30,657 1,106,000 2.96%
12 PROFFITT & GOODSON INC 24,720 892,000 2.38%
13 GRIFFIN ASSET MANAGEMENT, INC. 23,200 837,000 2.24%
14 Barry Investment Advisors, LLC 14,901 537,000 1.44%
15 Laird Norton Wetherby Wealth Management, LLC 12,076 436,000 1.17%
16 SCHALLER INVESTMENT GROUP INC 11,132 402,000 1.07%
17 Geneva Advisors, LLC 10,941 395,000 1.06%
18 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 9,321 336,000 0.90%
19 Evercore Wealth Management, LLC 1,193 44,000 0.12%
20 QCI ASSET MANAGEMENT INC/NY 1,160 42,000 0.11%

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.