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

Institutional Holders (2016Q2)
Portfolio Summary: 20 Institutional holders with a total value of $41,333,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 327,079 19,592,000 47.40%
2 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 206,794 12,387,000 29.97%
3 World Asset Management Inc 31,635 1,895,000 4.58%
4 J.P. Morgan Private Wealth Advisors LLC 21,687 1,299,000 3.14%
5 Clarkston Capital Partners, LLC 20,000 1,198,000 2.90%
6 Veritable, L.P. 13,021 780,000 1.89%
7 BOSTON FAMILY OFFICE LLC 12,093 724,000 1.75%
8 Reynders McVeigh Capital Management, LLC 7,725 463,000 1.12%
9 Laird Norton Wetherby Wealth Management, LLC 7,104 426,000 1.03%
10 Barry Investment Advisors, LLC 6,073 364,000 0.88%
11 KCM INVESTMENT ADVISORS LLC 6,056 363,000 0.88%
12 FLPUTNAM INVESTMENT MANAGEMENT CO 5,639 338,000 0.82%
13 BAINCO INTERNATIONAL INVESTORS 4,631 277,000 0.67%
14 BURNHAM ASSET MANAGEMENT CORP /NY/ 4,350 261,000 0.63%
15 Crestwood Advisors Group, LLC 4,000 240,000 0.58%
16 Evercore Wealth Management, LLC 3,921 235,000 0.57%
17 FIRST FOUNDATION ADVISORS 3,846 230,000 0.56%
18 SVB WEALTH LLC 3,413 204,000 0.49%
19 ISTHMUS PARTNERS, LLC 829 50,000 0.12%
20 STUART CHAUSSEE & ASSOCIATES, INC. 115 7,000 0.02%

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.