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

Institutional Holders (2016Q4)
Portfolio Summary: 20 Institutional holders with a total value of $44,257,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 336,479 18,584,000 41.99%
2 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 210,357 11,618,000 26.25%
3 NUANCE INVESTMENTS, LLC 94,405 5,214,000 11.78%
4 World Asset Management Inc 29,778 1,645,000 3.72%
5 J.P. Morgan Private Wealth Advisors LLC 22,623 1,249,000 2.82%
6 Clarkston Capital Partners, LLC 20,000 1,105,000 2.50%
7 Veritable, L.P. 12,593 696,000 1.57%
8 BOSTON FAMILY OFFICE LLC 11,905 658,000 1.49%
9 FLPUTNAM INVESTMENT MANAGEMENT CO 7,951 439,000 0.99%
10 Laird Norton Wetherby Wealth Management, LLC 7,397 409,000 0.92%
11 Reynders McVeigh Capital Management, LLC 6,463 357,000 0.81%
12 KCM INVESTMENT ADVISORS LLC 6,306 348,000 0.79%
13 Barry Investment Advisors, LLC 6,171 341,000 0.77%
14 BAINCO INTERNATIONAL INVESTORS 5,985 331,000 0.75%
15 SHELTON CAPITAL MANAGEMENT 5,356 296,000 0.67%
16 ELCO MANAGEMENT CO., LLC 4,850 268,000 0.61%
17 SMITH SHELLNUT WILSON LLC /ADV 4,101 227,000 0.51%
18 Crestwood Advisors Group, LLC 4,000 221,000 0.50%
19 Evercore Wealth Management, LLC 3,709 205,000 0.46%
20 ISTHMUS PARTNERS, LLC 829 46,000 0.10%

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.