Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DOMINION ENERGY, INC | 77,467 | reported | 25 Feb 2026 | tx 3+24,093 |
| PUBLIC SERVICE ENTERPRISE GROUP INC | 6,482.09 | reported | 13 Mar 2023 | tx 5+10,951.55−11,061 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Feb 2026 | GRANT_AWARD | DOMINION ENERGY, INC | 6,607 | 0.00 USD | |
| 30 Jan 2026 | GRANT_AWARD | DOMINION ENERGY, INC | 9,930 | 0.00 USD | |
| 14 Feb 2025 | GRANT_AWARD | DOMINION ENERGY, INC | 7,556 | 0.00 USD | |
| 13 Mar 2023 | SALE | PUBLIC SERVICE ENTERPRISE GROUP INC | 7,105 | 57.64 USD | |
| 01 Mar 2023 | GRANT_AWARD | PUBLIC SERVICE ENTERPRISE GROUP INC | 4,819.55 | 59.54 USD |
| 01 Mar 2023 | TAX_WITHHOLDING | PUBLIC SERVICE ENTERPRISE GROUP INC | 2,156 | 59.54 USD |
| 14 Feb 2023 | GRANT_AWARD | PUBLIC SERVICE ENTERPRISE GROUP INC | 6,132 | 0.00 USD | deriv |
| 03 Jan 2023 | TAX_WITHHOLDING | PUBLIC SERVICE ENTERPRISE GROUP INC | 1,800 | 61.28 USD |