Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INC | 21,401 | reported | 10 Mar 2026 | tx 6+21,505−408 |
| XCEL ENERGY INC | 6,283 | reported | 02 Jan 2025 | tx 4+25,648 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | TAX_WITHHOLDING | AMERICAN ELECTRIC POWER CO INC | 4 | 132.31 USD | |
| 10 Mar 2026 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 9 | 132.31 USD | |
| 23 Feb 2026 | TAX_WITHHOLDING | AMERICAN ELECTRIC POWER CO INC | 404 | 132.03 USD | |
| 17 Feb 2026 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 3,839 | 130.24 USD | |
| 14 Jul 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 13,883 | 105.02 USD | |
| 14 Jul 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 3,774 | 105.02 USD | |
| 02 Jan 2025 | GRANT_AWARD | XCEL ENERGY INC | 6,283 | 0.00 USD | |
| 20 May 2024 | GRANT_AWARD | XCEL ENERGY INC | 6,305 | 0.00 USD | deriv |
| 20 May 2024 | GRANT_AWARD | XCEL ENERGY INC | 6,305 | 0.00 USD | deriv |
| 20 May 2024 | GRANT_AWARD | XCEL ENERGY INC | 6,755 | 0.00 USD | deriv |