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 | 17,916.97 | reported | 10 May 2023 | tx 11+21,664−1,142 |
| NATIONAL FUEL GAS CO | 5,416 | reported | 01 Apr 2016 | tx 10+5,316 |
| IDACORP INC | 494 | reported | 01 Mar 2025 | tx 13+14,808 |
| QUESTAR CORP | 0 | reported | 16 Sept 2016 | tx 53+437,245.94−369,563.07 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Mar 2025 | GRANT_AWARD | IDACORP INC | 494 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | IDACORP INC | 1,588 | 0.00 USD | |
| 10 May 2023 | GRANT_AWARD | DOMINION ENERGY, INC | 2,965 | 56.50 USD | |
| 01 Mar 2023 | GRANT_AWARD | IDACORP INC | 1,160 | 0.00 USD | |
| 11 May 2022 | GRANT_AWARD | DOMINION ENERGY, INC | 2,044 | 81.96 USD | |
| 01 Mar 2022 | GRANT_AWARD | IDACORP INC | 1,154 | 0.00 USD | |
| 05 May 2021 | GRANT_AWARD | DOMINION ENERGY, INC | 2,109 | 79.41 USD | |
| 01 Mar 2021 | GRANT_AWARD | IDACORP INC | 1,275 | 0.00 USD | |
| 06 May 2020 | GRANT_AWARD | DOMINION ENERGY, INC | 2,149 | 77.94 USD | |
| 02 Mar 2020 | GRANT_AWARD | IDACORP INC | 1,138 | 0.00 USD | |
| 07 May 2019 | GRANT_AWARD | DOMINION ENERGY, INC | 2,086 | 75.49 USD | |
| 01 Mar 2019 | GRANT_AWARD | IDACORP INC | 1,066 | 0.00 USD | |
| 09 May 2018 | GRANT_AWARD | DOMINION ENERGY, INC | 2,494 | 63.14 USD | |
| 01 Mar 2018 | GRANT_AWARD | IDACORP INC | 1,295 | 0.00 USD | |
| 10 May 2017 | GRANT_AWARD | DOMINION ENERGY, INC | 2,033 | 77.48 USD | |
| 01 Mar 2017 | GRANT_AWARD | IDACORP INC | 1,205 | 0.00 USD | |
| 19 Oct 2016 | GIFT | DOMINION ENERGY, INC | 1,142 | 0.00 USD | |
| 19 Oct 2016 | GIFT | DOMINION ENERGY, INC | 1,142 | 0.00 USD | |
| 10 Nov 2016 | PURCHASE | DOMINION ENERGY, INC | 3,500 | 70.98 USD | |
| 16 Sept 2016 | OTHER | QUESTAR CORP | 43,608.5 | 25.00 USD | |
| 16 Sept 2016 | OTHER | QUESTAR CORP | 155,178 | 25.00 USD | |
| 16 Sept 2016 | OTHER | QUESTAR CORP | 1,075.57 | 25.00 USD | deriv |
| 16 Sept 2016 | GRANT_AWARD | DOMINION ENERGY, INC | 1,142 | 74.45 USD | |
| 01 Apr 2016 | GRANT_AWARD | NATIONAL FUEL GAS CO | 600 | 49.99 USD | |
| 07 Mar 2016 | TAX_WITHHOLDING | QUESTAR CORP | 15,082 | 24.95 USD |