| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 120,000 | 3,160,000 | 40.52% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 99,763 | 2,627,000 | 33.69% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 28,515 | 751,000 | 9.63% | ||
| 4 | MassMutual Private Wealth & Trust, FSB | 24,600 | 647,718 | 8.31% | ||
| 5 | Janney Montgomery Scott LLC | 23,272 | 612,764 | 7.86% |
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.
