Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SOUTHERN CO | 56,460.4 | reported | 02 Jan 2026 | tx 105+40,829.06 |
| NUSCALE POWER Corp | 17,362 | reported | 29 May 2026 | tx 2+17,362 |
| PINNACLE WEST CAPITAL CORP | 1,878 | reported | 18 May 2022 | tx 17+25,303−4,082 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2026 | GRANT_AWARD | NUSCALE POWER Corp | 8,681 | 0.00 USD | |
| 29 May 2026 | GRANT_AWARD | NUSCALE POWER Corp | 8,681 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | SOUTHERN CO | 516.06 | 87.20 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | SOUTHERN CO | 448.31 | 94.80 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | SOUTHERN CO | 460.46 | 92.30 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | SOUTHERN CO | 462.86 | 91.82 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | SOUTHERN CO | 516.28 | 82.32 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | SOUTHERN CO | 467.65 | 90.88 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | SOUTHERN CO | 551.95 | 77.00 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | SOUTHERN CO | 597.75 | 71.10 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | SOUTHERN CO | 606.1 | 70.12 USD | deriv |
| 02 Oct 2023 | GRANT_AWARD | SOUTHERN CO | 618.05 | 64.72 USD | deriv |
| 03 Jul 2023 | GRANT_AWARD | SOUTHERN CO | 569.4 | 70.25 USD | deriv |
| 03 Apr 2023 | GRANT_AWARD | SOUTHERN CO | 574.88 | 69.58 USD | deriv |
| 03 Jan 2023 | GRANT_AWARD | SOUTHERN CO | 560.15 | 71.41 USD | deriv |
| 03 Oct 2022 | GRANT_AWARD | SOUTHERN CO | 588.24 | 68.00 USD | deriv |
| 01 Jul 2022 | GRANT_AWARD | SOUTHERN CO | 546.9 | 73.14 USD | deriv |
| 18 May 2022 | GRANT_AWARD | PINNACLE WEST CAPITAL CORP | 1,878 | — | deriv |
| 01 Apr 2022 | GRANT_AWARD | SOUTHERN CO | 539.67 | 74.12 USD | deriv |
| 03 Jan 2022 | GRANT_AWARD | SOUTHERN CO | 583.26 | 68.58 USD | deriv |
| 01 Oct 2021 | GRANT_AWARD | SOUTHERN CO | 647.77 | 61.75 USD | deriv |
| 01 Jul 2021 | GRANT_AWARD | SOUTHERN CO | 650.62 | 61.48 USD | deriv |
| 19 May 2021 | GRANT_AWARD | PINNACLE WEST CAPITAL CORP | 1,637 | — | deriv |
| 01 Apr 2021 | GRANT_AWARD | SOUTHERN CO | 641.75 | 62.33 USD | deriv |
| 04 Jan 2021 | GRANT_AWARD | SOUTHERN CO | 651.15 | 61.43 USD | deriv |