| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 52,908 | 1,291,000 | 64.07% | ||
| 2 | PARSONS CAPITAL MANAGEMENT INC/RI | 19,307 | 471,000 | 23.37% | ||
| 3 | NEVILLE RODIE & SHAW INC | 10,384 | 253,000 | 12.56% |
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.