Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| XCEL ENERGY INC | 150,555 | reported | 13 Dec 2021 | tx 100+2,380,817.19−2,075,182.08 |
| AMERICAN ELECTRIC POWER CO INC | 6,340 | reported | 31 Dec 2025 | tx 29+99,541.76−67,622 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 368 | 115.31 USD | deriv |
| 12 Dec 2025 | SALE | AMERICAN ELECTRIC POWER CO INC | 5,000 | 115.07 USD | |
| 14 Nov 2025 | SALE | AMERICAN ELECTRIC POWER CO INC | 5,000 | 121.58 USD | |
| 10 Oct 2025 | SALE | AMERICAN ELECTRIC POWER CO INC | 5,000 | 117.52 USD | |
| 30 Sept 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 377 | 112.50 USD | deriv |
| 12 Sept 2025 | SALE | AMERICAN ELECTRIC POWER CO INC | 5,000 | 108.65 USD | |
| 15 Aug 2025 | SALE | AMERICAN ELECTRIC POWER CO INC | 5,000 | 111.99 USD | |
| 30 Jun 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 409.59 | 103.76 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 0 | 109.27 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 328.61 | 92.23 USD | |
| 31 Dec 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 351.79 | 92.23 USD | deriv |
| 26 Sept 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 9,926 | 100.74 USD | |
| 26 Sept 2024 | TAX_WITHHOLDING | AMERICAN ELECTRIC POWER CO INC | 4,502 | 100.74 USD | |
| 01 Aug 2024 | TAX_WITHHOLDING | AMERICAN ELECTRIC POWER CO INC | 33,514 | 101.24 USD | |
| 26 Aug 2024 | TAX_WITHHOLDING | AMERICAN ELECTRIC POWER CO INC | 4,606 | 99.02 USD | |
| 26 Aug 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 10,098 | 99.02 USD | |
| 31 Mar 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 309.72 | 86.10 USD | |
| 31 Mar 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 493.61 | 86.10 USD | deriv |
| 26 Feb 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 72,771 | 82.45 USD | |
| 31 Dec 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 523.27 | 81.22 USD | deriv |
| 30 Sept 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 0 | 75.22 USD | deriv |
| 30 Jun 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 504.75 | 84.20 USD | deriv |
| 31 Mar 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 467.08 | 90.99 USD | deriv |
| 31 Dec 2022 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 429.17 | 94.95 USD | deriv |
| 30 Sept 2022 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 471.37 | 86.45 USD | deriv |