| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 778,220 | 15,883,000 | 63.63% | ||
| 2 | EVERETT HARRIS & CO /CA/ | 187,935 | 3,836,000 | 15.37% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 97,173 | 1,983,000 | 7.94% | ||
| 4 | World Asset Management Inc | 52,264 | 1,066,000 | 4.27% | ||
| 5 | D L CARLSON INVESTMENT GROUP INC | 41,730 | 852,000 | 3.41% | ||
| 6 | Convergence Investment Partners, LLC | 24,981 | 510,000 | 2.04% | ||
| 7 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 23,387 | 477,000 | 1.91% | ||
| 8 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 9,912 | 202,000 | 0.81% | ||
| 9 | BOURNE STENSTROM LENT ASSET MANAGEMENT INC | 7,500 | 153,000 | 0.61% |
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.
