Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CALIFORNIA WATER SERVICE GROUP | 26,395.49 | reported | 03 Mar 2026 | tx 16+29,348 |
| NEW JERSEY RESOURCES CORP | 3,022.72 | reported | 21 Jan 2026 | tx 8+21,482.77 |
| SCANA CORP | 0 | reported | 01 Jan 2019 | tx 15+7,725.21−8,091.83 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Mar 2026 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,816 | 0.00 USD | |
| 21 Jan 2026 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 3,022.72 | 0.00 USD | deriv |
| 04 Mar 2025 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,645 | 0.00 USD | |
| 21 Jan 2025 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 2,824.86 | 0.00 USD | deriv |
| 05 Jun 2024 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,488 | 49.62 USD | |
| 05 Mar 2024 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,477 | 45.37 USD | |
| 24 Jan 2024 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 3,118.25 | 0.00 USD | deriv |
| 07 Mar 2023 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 1,870 | 58.83 USD | |
| 25 Jan 2023 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 2,521.18 | 0.00 USD | deriv |
| 01 Mar 2022 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 1,650 | 0.00 USD | |
| 26 Jan 2022 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 2,941.93 | 39.09 USD | deriv |
| 02 Mar 2021 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 1,529 | 0.00 USD | |
| 20 Jan 2021 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 3,079.51 | 0.00 USD | deriv |
| 04 Jan 2021 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 236 | 0.00 USD | |
| 03 Mar 2020 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 1,630 | 0.00 USD | |
| 22 Jan 2020 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 2,529.32 | 0.00 USD | deriv |
| 17 May 2019 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 1,445 | 49.85 USD | deriv |
| 05 Mar 2019 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 1,554 | 52.83 USD | |
| 01 Jan 2019 | OTHER | SCANA CORP | 8,091.83 | — | deriv |
| 12 Oct 2018 | GRANT_AWARD | SCANA CORP | 816.15 | 40.25 USD | deriv |
| 13 Jul 2018 | GRANT_AWARD | SCANA CORP | 833.97 | 39.39 USD | deriv |
| 13 Apr 2018 | GRANT_AWARD | SCANA CORP | 889.04 | 36.95 USD | deriv |
| 06 Mar 2018 | GRANT_AWARD | CALIFORNIA WATER SERVICE GROUP | 2,084 | 35.40 USD | |
| 12 Jan 2018 | GRANT_AWARD | SCANA CORP | 728.22 | 45.11 USD | deriv |
| 13 Oct 2017 | GRANT_AWARD | SCANA CORP | 665.25 | 49.38 USD | deriv |