Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Duke Energy CORP | 34,525 | reported | 07 May 2026 | tx 33+30,346.39−6,497 |
| ENTERGY CORP /DE/ | 9,347 | reported | 17 Dec 2012 | tx 36+88,600−36,785 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | Duke Energy CORP | 1,602 | 124.87 USD | |
| 08 Aug 2025 | GIFT | Duke Energy CORP | 400 | 0.00 USD | |
| 08 Aug 2025 | GIFT | Duke Energy CORP | 400 | 0.00 USD | |
| 08 Aug 2025 | GIFT | Duke Energy CORP | 400 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | Duke Energy CORP | 1,607 | 121.33 USD | |
| 22 May 2024 | GIFT | Duke Energy CORP | 200 | 0.00 USD | |
| 22 May 2024 | GIFT | Duke Energy CORP | 200 | 0.00 USD | |
| 20 May 2024 | GIFT | Duke Energy CORP | 1,697 | 0.00 USD | |
| 22 May 2024 | GIFT | Duke Energy CORP | 200 | 0.00 USD | |
| 09 May 2024 | GRANT_AWARD | Duke Energy CORP | 1,698.7 | 103.02 USD | |
| 04 May 2023 | GRANT_AWARD | Duke Energy CORP | 1,783.71 | 98.11 USD | |
| 20 May 2022 | GIFT | Duke Energy CORP | 200 | 0.00 USD | |
| 20 May 2022 | GIFT | Duke Energy CORP | 200 | 0.00 USD | |
| 20 May 2022 | GIFT | Duke Energy CORP | 200 | 0.00 USD | |
| 05 May 2022 | GRANT_AWARD | Duke Energy CORP | 1,590 | 110.05 USD | |
| 06 May 2021 | GRANT_AWARD | Duke Energy CORP | 1,591.41 | 100.54 USD | |
| 20 May 2020 | GIFT | Duke Energy CORP | 200 | 0.00 USD | |
| 20 May 2020 | GIFT | Duke Energy CORP | 200 | 0.00 USD | |
| 20 May 2020 | GIFT | Duke Energy CORP | 200 | 0.00 USD | |
| 07 May 2020 | GRANT_AWARD | Duke Energy CORP | 1,992.28 | 80.31 USD | |
| 14 May 2019 | GIFT | Duke Energy CORP | 600 | 0.00 USD | |
| 02 May 2019 | GRANT_AWARD | Duke Energy CORP | 1,781.54 | 89.81 USD | |
| 17 May 2018 | GIFT | Duke Energy CORP | 600 | 0.00 USD | |
| 03 May 2018 | GRANT_AWARD | Duke Energy CORP | 2,006.02 | 79.76 USD | |
| 18 May 2017 | PURCHASE | Duke Energy CORP | 15 | 83.33 USD | first after silence |
1 purchase reported after at least 12 months of silence — most recent on 18 May 2017.