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EVERSOURCE ENERGY
EVERSOURCE ENERGY. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 19 Institutional holders with a total value of $35,676,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 351,226 17,744,000 49.74%
2 TOCQUEVILLE ASSET MANAGEMENT L.P. 130,993 6,618,000 18.55%
3 World Asset Management Inc 36,524 1,845,000 5.17%
4 J.P. Morgan Private Wealth Advisors LLC 29,273 1,479,000 4.15%
5 SMITH HAYES Advisers, Inc 29,043 1,467,000 4.11%
6 ANCHOR CAPITAL ADVISORS LLC 21,317 1,077,000 3.02%
7 Clarkston Capital Partners, LLC 20,000 1,010,000 2.83%
8 BOSTON FAMILY OFFICE LLC 16,272 822,000 2.30%
9 CHURCHILL MANAGEMENT Corp 16,119 814,000 2.28%
10 Veritable, L.P. 13,653 690,000 1.93%
11 SVB WEALTH LLC 9,489 479,000 1.34%
12 BURNHAM ASSET MANAGEMENT CORP /NY/ 6,350 321,000 0.90%
13 KCM INVESTMENT ADVISORS LLC 6,155 311,000 0.87%
14 Barry Investment Advisors, LLC 5,830 295,000 0.83%
15 Laird Norton Wetherby Wealth Management, LLC 4,930 249,000 0.70%
16 BAINCO INTERNATIONAL INVESTORS 4,156 210,000 0.59%
17 Crestwood Advisors Group, LLC 4,000 202,000 0.57%
18 ISTHMUS PARTNERS, LLC 829 42,000 0.12%
19 Aris Wealth Services, Inc. 23 1,000 0.00%

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.