Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
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 | 94,672.46 | reported | 26 Feb 2024 | tx 65+153,468−116,117.35 |
| CMS ENERGY CORP | 5,180 | reported | 08 May 2026 | tx 3+5,180 |
| nVent Electric plc | 2,736.491 | reported | 15 May 2026 | tx 4+4,724 |
| MARKEL GROUP INC. | 2,279.099 | reported | 20 May 2026 | tx 24+2,033.1 |
| Dominion Midstream Partners, LP | 0 | reported | 12 Dec 2018 | tx 2−5,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | MARKEL GROUP INC. | 89 | 0.00 USD | |
| 15 May 2026 | GRANT_AWARD | nVent Electric plc | 976 | 0.00 USD | |
| 08 May 2026 | GRANT_AWARD | CMS ENERGY CORP | 2,411 | 0.00 USD | |
| 06 May 2026 | PURCHASE | MARKEL GROUP INC. | 100 | 1792.61 USD | |
| 07 May 2026 | PURCHASE | MARKEL GROUP INC. | 50 | 1789.19 USD | |
| 25 Feb 2026 | PURCHASE | CMS ENERGY CORP | 2,000 | 76.70 USD | |
| 20 Feb 2026 | GRANT_AWARD | CMS ENERGY CORP | 769 | 0.00 USD | |
| 13 Aug 2025 | PURCHASE | nVent Electric plc | 100 | 90.07 USD | |
| 13 Aug 2025 | PURCHASE | nVent Electric plc | 1,900 | 89.84 USD | first after silence |
| 17 Jul 2025 | GRANT_AWARD | nVent Electric plc | 1,748 | 0.00 USD | |
| 13 Jun 2025 | OTHER | MARKEL GROUP INC. | 63.37 | 1735.89 USD | |
| 21 May 2025 | GRANT_AWARD | MARKEL GROUP INC. | 88 | 0.00 USD | |
| 14 Jun 2024 | OTHER | MARKEL GROUP INC. | 79.16 | 1389.66 USD | |
| 22 May 2024 | GRANT_AWARD | MARKEL GROUP INC. | 100 | 0.00 USD | |
| 26 Feb 2024 | GRANT_AWARD | DOMINION ENERGY, INC | 12,887 | 0.00 USD | |
| 01 Feb 2024 | TAX_WITHHOLDING | DOMINION ENERGY, INC | 6,341 | 46.68 USD | |
| 01 Dec 2023 | SALE | DOMINION ENERGY, INC | 700 | 45.52 USD | |
| 01 Dec 2023 | SALE | DOMINION ENERGY, INC | 5,077 | 45.51 USD | |
| 01 Dec 2023 | SALE | DOMINION ENERGY, INC | 273 | 45.53 USD | |
| 01 Dec 2023 | SALE | DOMINION ENERGY, INC | 200 | 45.52 USD | |
| 01 Oct 2023 | TAX_WITHHOLDING | DOMINION ENERGY, INC | 5,739 | 44.67 USD | |
| 15 Jun 2023 | OTHER | MARKEL GROUP INC. | 91.31 | 1204.63 USD | |
| 01 Jun 2023 | SALE | DOMINION ENERGY, INC | 6,250 | 49.16 USD | |
| 17 May 2023 | GRANT_AWARD | MARKEL GROUP INC. | 122 | 0.00 USD | |
| 16 Feb 2023 | PURCHASE | MARKEL GROUP INC. | 13 | 1337.25 USD |
1 purchase reported after at least 12 months of silence — most recent on 13 Aug 2025.