President

0001214659-24-002282.txt : 20240212 0001214659-24-002282.hdr.sgml : 20240212 20240212130711 ACCESSION NUMBER: 0001214659-24-002282 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CHARTER RESEARCH & INVESTMENT GROUP, INC. CENTRAL INDEX KEY: 0001666624 ORGANIZATION NAME: IRS NUMBER: 061250037 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17333 FILM NUMBER: 24618804 BUSINESS ADDRESS: STREET 1: 2507 POST ROAD STREET 2: 1ST FLOOR CITY: SOUTHPORT STATE: CT ZIP: 06890 BUSINESS PHONE: 203-259-4004 MAIL ADDRESS: STREET 1: 2507 POST ROAD STREET 2: 1ST FLOOR CITY: SOUTHPORT STATE: CT ZIP: 06890 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001666624 XXXXXXXX 12-31-2023 12-31-2023 false CHARTER RESEARCH & INVESTMENT GROUP, INC.

2507 POST ROAD 1ST FLOOR SOUTHPORT CT 06890

13F HOLDINGS REPORT 028-17333 000106452 801-37458 N Patrick J. Clark President 203-259-4004 /s/ Patrick J. Clark Southport CT 02-12-2024 0 86 120479947 INFORMATION TABLE 2 infotable.xml 3M CO Common 88579Y101 228043 2086 SH SOLE 2086 0 0 A T & T INC Common 00206R102 780421 46509 SH SOLE 46509 0 0 ABBOTT LABS Common 002824100 705769 6412 SH SOLE 6412 0 0 ABBVIE INC Common 00287Y109 935089 6034 SH SOLE 6034 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 205984 587 SH SOLE 587 0 0 AIR PRODS & CHEMS INC Common 009158106 378939 1384 SH SOLE 1384 0 0 ALBEMARLE CORP Common 012653101 1552438 10745 SH SOLE 10745 0 0 ALPHABET INC CL A CAP STK CL A 02079K305 6580796 47110 SH SOLE 47110 0 0 ALPHABET INC CL C CAP STK CL C 02079K107 2199213 15605 SH SOLE 15605 0 0 ALTRIA GROUP INC Common 02209S103 874047 21667 SH SOLE 21667 0 0 AMAZON COM INC Common 023135106 1142589 7520 SH SOLE 7520 0 0 APPLE INC Common 037833100 14688160 76290 SH SOLE 76290 0 0 APPLIED MATLS INC Common 038222105 1776287 10960 SH SOLE 10960 0 0 AUTOMATIC DATA PROCESSING INC Common 053015103 803281 3448 SH SOLE 3448 0 0 AVANGRID INC Common 05351W103 457500 14116 SH SOLE 14116 0 0 BANK AMERICA CORP Common 060505104 2402893 71366 SH SOLE 71366 0 0 BCE INC COM NEW 05534B760 1544681 39225 SH SOLE 39225 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1035741 2904 SH SOLE 2904 0 0 BRISTOL-MYERS SQUIBB CO Common 110122108 2287558 44583 SH SOLE 44583 0 0 CAPITAL ONE FINL CORP Common 14040H105 201138 1534 SH SOLE 1534 0 0 CATERPILLAR INC Common 149123101 1399406 4733 SH SOLE 4733 0 0 CHEVRON CORP NEW Common 166764100 541451 3630 SH SOLE 3630 0 0 COCA COLA CO Common 191216100 829865 14082 SH SOLE 14082 0 0 COLGATE PALMOLIVE CO Common 194162103 528935 6636 SH SOLE 6636 0 0 CONAGRA BRANDS INC Common 205887102 909955 31750 SH SOLE 31750 0 0 CONOCOPHILLIPS Common 20825C104 295383 2545 SH SOLE 2545 0 0 CONSOLIDATED EDISON INC Common 209115104 513547 5645 SH SOLE 5645 0 0 CONSTELLATION BRANDS INC CL A 21036P108 440227 1821 SH SOLE 1821 0 0 COSTCO WHSL CORP NEW Common 22160K105 361037 547 SH SOLE 547 0 0 CSX CORP Common 126408103 217173 6264 SH SOLE 6264 0 0 DISNEY WALT CO Common 254687106 1612647 17861 SH SOLE 17861 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 215914 2225 SH SOLE 2225 0 0 EMERSON ELEC CO Common 291011104 335594 3448 SH SOLE 3448 0 0 ENTERPRISE PRODS PARTNERS LP Common 293792107 557566 21160 SH SOLE 21160 0 0 EQUINOR ASA SPONSORED ADR 29446M102 221417 6998 SH SOLE 6998 0 0 ESSENTIAL UTILS INC Common 29670G102 221486 5930 SH SOLE 5930 0 0 EXTRA SPACE STORAGE INC Common 30225T102 258131 1610 SH SOLE 1610 0 0 EXXON MOBIL CORP Common 30231G102 3345831 33465 SH SOLE 33465 0 0 FORD MTR CO DEL Common 345370860 552122 45293 SH SOLE 45293 0 0 GENERAL ELECTRIC CO COM NEW 369604301 208547 1634 SH SOLE 1634 0 0 HOME DEPOT INC Common 437076102 3648132 10527 SH SOLE 10527 0 0 HONEYWELL INTL INC Common 438516106 686171 3272 SH SOLE 3272 0 0 HUBBELL INC Common 443510607 204923 623 SH SOLE 623 0 0 INTEL CORP Common 458140100 235544 4687 SH SOLE 4687 0 0 INTERNATIONAL BUSINESS MACHS Common 459200101 3293406 20137 SH SOLE 20137 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 217133 1376 SH SOLE 1376 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 215013 6665 SH SOLE 6665 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 213687 7190 SH SOLE 7190 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 552852 1350 SH SOLE 1350 0 0 ISHARES TR EXPANDED TECH 464287515 283948 700 SH SOLE 700 0 0 JOHNSON & JOHNSON Common 478160104 5239622 33429 SH SOLE 33429 0 0 JPMORGAN CHASE & CO Common 46625H100 506277 2976 SH SOLE 2976 0 0 KINDER MORGAN INC DEL Common 49456B101 723857 41035 SH SOLE 41035 0 0 M & T BK CORP Common 55261F104 1574775 11488 SH SOLE 11488 0 0 MCDONALDS CORP Common 580135101 830228 2800 SH SOLE 2800 0 0 MCKESSON CORP Common 58155Q103 756509 1634 SH SOLE 1634 0 0 MERCK & CO. 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