| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | M&R CAPITAL MANAGEMENT INC | 6,057 | 350,000 | 48.48% | ||
| 2 | CARRET ASSET MANAGEMENT, LLC | 5,512 | 318,000 | 44.04% | ||
| 3 | MOTCO | 639 | 37,000 | 5.12% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 300 | 17,000 | 2.35% |
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.
