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 | 36,194.339 | reported | 05 May 2026 | tx 17+37,010.31 |
| Dominion Midstream Partners, LP | 12,731 | reported | 03 Jan 2017 | tx 5+12,731 |
| PEPCO HOLDINGS INC | 0 | reported | 23 Mar 2016 | tx 85+1,450,649−1,548,348.63 |
| SOUTH JERSEY INDUSTRIES INC | 0 | reported | 01 Feb 2023 | tx 9+27,405−31,436.63 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2026 | GRANT_AWARD | DOMINION ENERGY, INC | 3,273 | 62.95 USD | |
| 07 May 2025 | GRANT_AWARD | DOMINION ENERGY, INC | 3,767 | 54.68 USD | |
| 07 May 2024 | GRANT_AWARD | DOMINION ENERGY, INC | 3,812 | 51.41 USD | |
| 06 Mar 2024 | PURCHASE | DOMINION ENERGY, INC | 2,130.17 | 46.94 USD | first after silence |
| 29 Dec 2023 | GRANT_AWARD | DOMINION ENERGY, INC | 43 | 47.00 USD | |
| 10 May 2023 | GRANT_AWARD | DOMINION ENERGY, INC | 3,469 | 56.50 USD | |
| 01 Feb 2023 | OTHER | SOUTH JERSEY INDUSTRIES INC | 5,000.9 | 36.00 USD | |
| 01 Feb 2023 | OTHER | SOUTH JERSEY INDUSTRIES INC | 26,435.73 | 36.00 USD | |
| 10 May 2022 | GRANT_AWARD | SOUTH JERSEY INDUSTRIES INC | 4,867 | 0.00 USD | |
| 11 May 2022 | GRANT_AWARD | DOMINION ENERGY, INC | 2,331 | 81.96 USD | |
| 05 May 2021 | GRANT_AWARD | DOMINION ENERGY, INC | 2,380 | 79.41 USD | |
| 30 Apr 2021 | GRANT_AWARD | SOUTH JERSEY INDUSTRIES INC | 8,036 | 0.00 USD | |
| 06 May 2020 | GRANT_AWARD | DOMINION ENERGY, INC | 2,425 | 77.94 USD | |
| 02 Jan 2020 | GRANT_AWARD | SOUTH JERSEY INDUSTRIES INC | 3,272 | 0.00 USD | |
| 07 May 2019 | GRANT_AWARD | DOMINION ENERGY, INC | 2,371 | 75.49 USD | |
| 28 Jan 2019 | GRANT_AWARD | DOMINION ENERGY, INC | 2,503 | 0.00 USD | |
| 02 Jan 2019 | GRANT_AWARD | SOUTH JERSEY INDUSTRIES INC | 3,201 | 0.00 USD | |
| 09 May 2018 | GRANT_AWARD | DOMINION ENERGY, INC | 2,835 | 63.14 USD | |
| 28 Feb 2018 | PURCHASE | DOMINION ENERGY, INC | 2,679.14 | 74.65 USD | first after silence |
| 02 Jan 2018 | GRANT_AWARD | SOUTH JERSEY INDUSTRIES INC | 2,804 | 0.00 USD | |
| 10 May 2017 | GRANT_AWARD | DOMINION ENERGY, INC | 2,310 | 77.48 USD | |
| 28 Feb 2017 | GRANT_AWARD | DOMINION ENERGY, INC | 26 | 77.64 USD | |
| 31 Jan 2017 | GRANT_AWARD | DOMINION ENERGY, INC | 26 | 76.28 USD | |
| 24 Jan 2017 | GRANT_AWARD | DOMINION ENERGY, INC | 630 | 75.58 USD | |
| 03 Jan 2017 | GRANT_AWARD | SOUTH JERSEY INDUSTRIES INC | 2,910 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 06 Mar 2024.