Q3 2024 |
217 |
$739M |
+$84.3M |
-$120M |
-$35.7M |
WEC, CVX, LNT, MO, JNJ
|
13F-HR |
11/15/2024, 03:37 PM |
Q2 2024 |
214 |
$704M |
+$84.3M |
-$91.5M |
-$7.27M |
CVX, JPM, DUK, TXN, MO
|
13F-HR |
8/13/2024, 02:37 PM |
Q1 2024 |
208 |
$727M |
+$74.5M |
-$69.5M |
+$4.99M |
CVX, WEC, JPM, JNJ, DUK
|
13F-HR |
5/14/2024, 02:25 PM |
Q4 2023 |
206 |
$700M |
+$109M |
-$64.4M |
+$44.2M |
IUSV, JNJ, CVX, JPM, PJT
|
13F-HR |
2/9/2024, 02:33 PM |
Q3 2023 |
203 |
$610M |
+$74.1M |
-$53.1M |
+$20.9M |
CVX, JNJ, MO, SCHO, FLRN
|
13F-HR |
11/13/2023, 09:59 AM |
Q2 2023 |
209 |
$614M |
+$63.9M |
-$81.1M |
-$17.1M |
JNJ, CVX, MO, KMB, SCHO
|
13F-HR |
8/7/2023, 01:31 PM |
Q1 2023 |
207 |
$626M |
+$126M |
-$87.4M |
+$38.6M |
CVX, JNJ, SCHO, KMB, CSCO
|
13F-HR |
5/15/2023, 05:00 PM |
Q4 2022 |
218 |
$588M |
+$92.3M |
-$49.7M |
+$42.7M |
IUSV, CVX, SCHO, FLRN, OMC
|
13F-HR |
2/13/2023, 12:56 PM |
Q3 2022 |
216 |
$490M |
+$43.7M |
-$35.7M |
+$8.01M |
SCHO, CVX, FLRN, VZ, OMC
|
13F-HR |
11/9/2022, 02:15 PM |
Q2 2022 |
225 |
$513M |
+$41.6M |
-$43.5M |
-$1.88M |
SCHO, CVX, FLRN, VZ, NWE
|
13F-HR |
8/18/2022, 03:23 PM |
Q1 2022 |
227 |
$558M |
+$34.5M |
-$40.2M |
-$5.76M |
CVX, SCHO, SWX, FLRN, OMC
|
13F-HR |
5/11/2022, 12:16 PM |
Q4 2021 |
231 |
$568M |
+$42.4M |
-$47.6M |
-$5.18M |
SCHO, FLRN, PFE, SWX, IUSV
|
13F-HR |
2/9/2022, 07:32 PM |
Q3 2021 |
232 |
$530M |
+$27.9M |
-$33.9M |
-$6.05M |
SCHO, FLRN, NWE, CSCO, CVX
|
13F-HR |
11/12/2021, 09:12 AM |
Q2 2021 |
232 |
$542M |
+$51M |
-$56.3M |
-$5.25M |
SCHO, FLRN, NWE, OMC, BLK
|
13F-HR |
8/11/2021, 12:34 PM |
Q1 2021 |
225 |
$530M |
+$59.5M |
-$72.9M |
-$13.3M |
SCHO, FLRN, NWE, BLK, CSCO
|
13F-HR |
5/4/2021, 01:48 PM |
Q4 2020 |
225 |
$483M |
+$64.7M |
-$64.8M |
-$112K |
SCHO, FLRN, BLK, CSCO, DUK
|
13F-HR |
2/12/2021, 02:18 PM |
Q3 2020 |
217 |
$417M |
+$57.5M |
-$70.5M |
-$13M |
SCHO, FLRN, BLK, DUK, KMB
|
13F-HR |
11/6/2020, 01:25 PM |
Q2 2020 |
211 |
$418M |
+$73.8M |
-$180M |
-$106M |
SCHO, FLRN, BLK, CSCO, RRX
|
13F-HR |
8/14/2020, 02:33 PM |
Q1 2020 |
223 |
$467M |
+$129M |
-$157M |
-$28.2M |
SCHO, FLRN, IDCC, AGX, BLK
|
13F-HR |
5/14/2020, 03:39 PM |
Q4 2019 |
213 |
$639M |
+$108M |
-$183M |
-$74.7M |
NWE, SCHO, WCC, MTSC, CALM
|
13F-HR |
2/12/2020, 02:42 PM |
Q3 2019 |
209 |
$681M |
+$96.8M |
-$113M |
-$16.7M |
NWE, NWBI, XOM, RRX, WCC
|
13F-HR |
11/12/2019, 02:48 PM |
Q2 2019 |
209 |
$696M |
+$92.5M |
-$92M |
+$511K |
NWBI, RRX, XOM, NWE, CVX
|
13F-HR |
8/14/2019, 02:34 PM |
Q1 2019 |
210 |
$688M |
+$97.2M |
-$110M |
-$13.1M |
NWE, NWBI, XOM, RRX, CVX
|
13F-HR |
5/8/2019, 03:55 PM |
Q4 2018 |
204 |
$630M |
+$136M |
-$150M |
-$13.8M |
NWE, RRX, XOM, NWBI, VZ
|
13F-HR |
2/6/2019, 10:58 AM |
Q3 2018 |
210 |
$717M |
+$105M |
-$82.6M |
+$22.8M |
NWE, RRX, BXMT, POR, XOM
|
13F-HR |
11/14/2018, 03:24 PM |
Q2 2018 |
201 |
$677M |
+$71.6M |
-$87.6M |
-$16M |
NWE, RRX, POR, BXMT, TXNM
|
13F-HR |
8/8/2018, 12:14 PM |
Q1 2018 |
201 |
$677M |
+$171M |
-$128M |
+$42.7M |
NWE, POR, RRX, BXMT, BLK
|
13F-HR |
5/9/2018, 03:40 PM |
Q4 2017 |
208 |
$655M |
+$115M |
-$146M |
-$30.6M |
NWE, BLK, VZ, CSCO, XOM
|
13F-HR |
2/5/2018, 11:58 AM |
Q3 2017 |
203 |
$658M |
+$102M |
-$114M |
-$12.5M |
NWE, MATV, CSFL, XOM, TEN
|
13F-HR |
11/15/2017, 10:57 AM |
Q2 2017 |
203 |
$658M |
+$176M |
-$118M |
+$58.9M |
NWE, CMP, MATV, JNJ, XOM
|
Restatement |
8/11/2017, 11:26 AM |
Q1 2017 |
193 |
$599M |
+$143M |
-$133M |
+$9.82M |
NWE, CMP, MUSA, XOM, BXMT
|
13F-HR |
5/9/2017, 12:31 PM |
Q4 2016 |
198 |
$583M |
+$163M |
-$151M |
+$11.1M |
CR, CMP, MUSA, XOM, WFC
|
13F-HR |
1/31/2017, 12:11 PM |
Q3 2016 |
198 |
$536M |
+$47.7M |
-$46.9M |
+$787K |
CR, RRX, XOM, MSFT, JNJ
|
13F-HR |
11/15/2016, 11:06 AM |
Q2 2016 |
198 |
$511M |
+$116M |
-$104M |
+$12.7M |
CR, RRX, XOM, VZ, JNJ
|
13F-HR |
8/3/2016, 02:36 PM |
Q1 2016 |
206 |
$491M |
+$109M |
-$86.5M |
+$22.6M |
CR, VZ, XOM, MSFT, JNJ
|
13F-HR |
5/12/2016, 01:58 PM |
Q4 2015 |
209 |
$453M |
+$61.5M |
-$66.9M |
-$5.46M |
CMP, MSFT, GE, CR, JNJ
|
13F-HR |
2/10/2016, 03:39 PM |
Q3 2015 |
212 |
$444M |
+$105M |
-$75.4M |
+$29.6M |
CMP, CR, XOM, JNJ, DIS
|
13F-HR |
11/13/2015, 05:27 PM |
Q2 2015 |
226 |
$441M |
+$76.3M |
-$61.9M |
+$14.4M |
JPM, XOM, DIS, CR, JNJ
|
13F-HR |
8/14/2015, 02:23 PM |
Q1 2015 |
220 |
$431M |
+$59.2M |
-$58.9M |
+$295K |
CVS, TYG, XOM, JPM, CR
|
Restatement |
5/13/2015, 09:54 AM |
Q4 2014 |
220 |
$432M |
+$86.3M |
-$88M |
-$1.73M |
CVS, JPM, TYG, JNJ, CVX
|
13F-HR |
2/9/2015, 02:39 PM |
Q3 2014 |
222 |
$411M |
+$43.5M |
-$55.2M |
-$11.7M |
XOM, TYG, JPM, JNJ, CVX
|
13F-HR |
11/13/2014, 10:48 AM |
Q2 2014 |
219 |
$434M |
+$51.9M |
-$49.2M |
+$2.7M |
TYG, XOM, CR, CVX, JNJ
|
13F-HR |
8/15/2014, 02:17 PM |
Q1 2014 |
220 |
$416M |
+$68.5M |
-$73M |
-$4.53M |
XOM, CR, JPM, TYY, CVX
|
13F-HR |
5/13/2014, 09:43 AM |
Q4 2013 |
220 |
$418M |
$0 |
$0 |
|
TYY, TLI, XOM, JPM, AZZ
|
13F-HR |
1/23/2014, 12:34 PM |