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

Institutional Holders (2017Q1)
Portfolio Summary: 16 Institutional holders with a total value of $44,762,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 343,479 20,190,000 45.11%
2 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 205,184 12,061,000 26.94%
3 NUANCE INVESTMENTS, LLC 96,324 5,662,000 12.65%
4 World Asset Management Inc 32,837 1,930,000 4.31%
5 J.P. Morgan Private Wealth Advisors LLC 22,007 1,294,000 2.89%
6 BOSTON FAMILY OFFICE LLC 10,930 642,000 1.43%
7 Veritable, L.P. 8,593 505,000 1.13%
8 Laird Norton Wetherby Wealth Management, LLC 7,509 441,000 0.99%
9 Barry Investment Advisors, LLC 6,220 366,000 0.82%
10 KCM INVESTMENT ADVISORS LLC 6,188 364,000 0.81%
11 Reynders McVeigh Capital Management, LLC 4,903 288,000 0.64%
12 ELCO MANAGEMENT CO., LLC 4,850 285,000 0.64%
13 SHELTON CAPITAL MANAGEMENT 4,090 240,000 0.54%
14 SVB WEALTH LLC 3,889 229,000 0.51%
15 Evercore Wealth Management, LLC 3,684 216,000 0.48%
16 ISTHMUS PARTNERS, LLC 829 49,000 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.