 LAM RESEARCH CORPLRCX |
| 4.3% | 3.38% | $216.2M | 498,885 | $113.6M | 531,867 | -32,982-6.20% | Reduce |
 BROADCOM INCAVGO |
| 2.92% | — | $146.9M | 388,873 | $0 | 0 | +388,873 | New Buy |
 JPMORGAN CHASE & COJPM |
| 2.15% | 2.89% | $108.0M | 329,846 | $97.3M | 330,610 | -764-0.23% | Reduce |
 MICROSOFT CORPMSFT |
| 2.09% | 3.08% | $104.7M | 280,804 | $103.6M | 279,989 | +815+0.29% | Add |
 CISCO SYS INCCSCO |
| 2.08% | 2.08% | $104.6M | 890,800 | $69.9M | 901,020 | -10,220-1.13% | Reduce |
 DEERE & CODE |
| 1.91% | 2.55% | $95.7M | 150,897 | $85.7M | 152,131 | -1,234-0.81% | Reduce |
 ALPHABET INCGOOGL |
| 1.72% | — | $86.4M | 241,879 | $0 | 0 | +241,879 | New Buy |
 ABBVIE INCABBV |
| 1.66% | — | $83.2M | 330,587 | $0 | 0 | +330,587 | New Buy |
 ENTERGY CORP NEWETR |
| 1.59% | 2.35% | $79.7M | 694,109 | $79.2M | 704,598 | -10,489-1.49% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.58% | 2.01% | $79.6M | 78,701 | $67.8M | 80,089 | -1,388-1.73% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.56% | 2.25% | $78.5M | 309,207 | $75.8M | 310,122 | -915-0.30% | Reduce |
 AMERICAN EXPRESS COAXP |
| 1.53% | 2.04% | $76.9M | 227,205 | $68.7M | 227,236 | -31-0.01% | Reduce |
 EATON CORP PLCETN |
| 1.49% | — | $74.8M | 175,500 | $0 | 0 | +175,500 | New Buy |
 WILLIAMS COS INCWMB |
| 1.4% | 2.04% | $70.3M | 945,698 | $68.8M | 945,185 | +513+0.05% | Add |
| CCITIGROUP INCC |
| 1.31% | 1.59% | $66.0M | 471,916 | $53.6M | 472,487 | -571-0.12% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 1.31% | 1.87% | $65.8M | 480,647 | $63.1M | 481,323 | -676-0.14% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.3% | 1.26% | $65.3M | 157,200 | $42.4M | 156,757 | +443+0.28% | Add |
 CATERPILLAR INCCAT |
| 1.29% | 1.39% | $65.0M | 61,062 | $46.8M | 66,042 | -4,980-7.54% | Reduce |
 ALLSTATE CORPALL |
| 1.24% | 1.63% | $62.4M | 262,186 | $54.9M | 264,698 | -2,512-0.95% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.23% | — | $62.0M | 706,318 | $0 | 0 | +706,318 | New Buy |
 NISOURCE INC COMNI |
| 1.23% | 1.79% | $61.8M | 1.3M | $60.1M | 1.3M | +11,388+0.88% | Add |
 ALLIANT ENERGY CORP COMLNT |
| 1.18% | 1.66% | $59.5M | 779,402 | $56.0M | 780,015 | -613-0.08% | Reduce |
| WWEC ENERGY GROUP INC COMIDU |
| 1.17% | — | $58.8M | 503,722 | $0 | 0 | +503,722 | New Buy |
 LINCOLN ELEC HLDGS INCLECO |
| 1.16% | 1.61% | $58.1M | 218,973 | $54.3M | 218,053 | +920+0.42% | Add |
 XCEL ENERGY INC COMXEL |
| 1.15% | 1.7% | $57.8M | 719,761 | $57.3M | 721,070 | -1,309-0.18% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 1.13% | 1.54% | $56.5M | 312,528 | $51.9M | 314,057 | -1,529-0.49% | Reduce |
 SOUTHERN COSO |
| 1.12% | 1.67% | $56.5M | 590,329 | $56.1M | 581,376 | +8,953+1.54% | Add |
 DTE ENERGY CO COMDTE |
| 1.09% | 1.54% | $54.8M | 359,714 | $51.9M | 355,165 | +4,549+1.28% | Add |
 APOLLO GLOBAL MGMT INC COMAPO |
| 1.09% | — | $54.7M | 462,595 | $0 | 0 | +462,595 | New Buy |
 EXXON MOBIL CORPXOM |
| 1.08% | — | $54.4M | 398,253 | $0 | 0 | +398,253 | New Buy |
 CONOCOPHILLIPSCOP |
| 1.08% | 2.05% | $54.2M | 521,100 | $69.0M | 522,643 | -1,543-0.30% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.08% | 2% | $54.1M | 326,182 | $67.2M | 324,669 | +1,513+0.47% | Add |
| RREINSURANCE GROUP AMER INCRGA |
| 1.07% | 1.52% | $53.8M | 253,056 | $51.3M | 251,050 | +2,006+0.80% | Add |
 DUKE ENERGY CORP NEWDUK |
| 1.07% | — | $53.8M | 425,122 | $0 | 0 | +425,122 | New Buy |
 MERCK & CO INCMRK |
| 1.07% | — | $53.8M | 418,482 | $0 | 0 | +418,482 | New Buy |
 BLACKROCK INC COMBLK |
| 1.04% | — | $52.3M | 54,433 | $0 | 0 | +54,433 | New Buy |
 COCA COLA COKO |
| 1.04% | 1.44% | $52.0M | 640,289 | $48.4M | 636,426 | +3,863+0.61% | Add |
 US BANCORPUSB |
| 1% | 1.3% | $50.4M | 834,483 | $43.8M | 841,527 | -7,044-0.84% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.99% | — | $49.6M | 261,536 | $0 | 0 | +261,536 | New Buy |
 CHENIERE ENERGY INCLNG |
| 0.99% | — | $49.5M | 207,300 | $0 | 0 | +207,300 | New Buy |
 S&P GLOBAL INCSPGI |
| 0.98% | — | $49.5M | 121,477 | $0 | 0 | +121,477 | New Buy |
 LOCKHEED MARTIN CORPLMT |
| 0.94% | 1.64% | $47.1M | 92,543 | $55.1M | 91,125 | +1,418+1.56% | Add |
 HOME DEPOT INCHD |
| 0.9% | 1.25% | $45.4M | 128,678 | $42.0M | 127,715 | +963+0.75% | Add |
 WASTE MGMT INC DELWM |
| 0.9% | 1.37% | $45.4M | 203,505 | $46.0M | 199,975 | +3,530+1.77% | Add |
 PROCTER & GAMBLE COPG |
| 0.9% | 1.32% | $45.3M | 309,196 | $44.3M | 307,030 | +2,166+0.71% | Add |
 CENTERPOINT ENERGY INC COMCNP |
| 0.89% | 1.26% | $44.9M | 1.0M | $42.5M | 984,933 | +33,465+3.40% | Add |
| SSIEMENS A G FSIEGY |
| 0.89% | 0.99% | $44.5M | 276,555 | $33.2M | 272,472 | +4,083+1.50% | Add |
 HUNTINGTON BANCSHARES INC COMHBAN |
| 0.88% | — | $44.4M | 2.5M | $0 | 0 | +2.5M | New Buy |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.88% | 1.35% | $44.4M | 266,371 | $45.3M | 261,376 | +4,995+1.91% | Add |
 CVS HEALTH CORPCVS |
| 0.88% | 0.9% | $44.2M | 427,349 | $30.3M | 422,341 | +5,008+1.19% | Add |
