Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 23,542 | reported | 24 Feb 2026 | tx 29+69,888−15,012 |
| NATIONAL FUEL GAS CO | 17,977 | reported | 02 Jan 2026 | tx 58+30,850 |
| Duke Energy CORP | 9,276 | reported | 07 May 2026 | tx 19+68,398.54−34,715.56 |
| PIEDMONT NATURAL GAS CO INC | 0 | reported | 03 Oct 2016 | tx 38+422,053−403,270.18 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | Duke Energy CORP | 1,602 | 124.87 USD | deriv |
| 24 Feb 2026 | GRANT_AWARD | TRUIST FINANCIAL CORP | 4,027 | 0.00 USD | deriv |
| 15 Oct 2025 | OTHER | NATIONAL FUEL GAS CO | 105 | 86.21 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | NATIONAL FUEL GAS CO | 541 | 80.95 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | NATIONAL FUEL GAS CO | 471 | 92.96 USD | deriv |
| 15 Jul 2025 | OTHER | NATIONAL FUEL GAS CO | 98 | 88.82 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | NATIONAL FUEL GAS CO | 518 | 84.62 USD | deriv |
| 15 Apr 2025 | OTHER | NATIONAL FUEL GAS CO | 103 | 78.02 USD | deriv |
| 01 May 2025 | GRANT_AWARD | Duke Energy CORP | 1,607 | 121.33 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | NATIONAL FUEL GAS CO | 552 | 79.27 USD | deriv |
| 15 Jan 2025 | OTHER | NATIONAL FUEL GAS CO | 114 | 66.35 USD | deriv |
| 25 Feb 2025 | GRANT_AWARD | TRUIST FINANCIAL CORP | 3,986 | 0.00 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | NATIONAL FUEL GAS CO | 715 | 61.22 USD | deriv |
| 15 Oct 2024 | OTHER | NATIONAL FUEL GAS CO | 118 | 60.86 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | NATIONAL FUEL GAS CO | 725 | 60.37 USD | deriv |
| 15 Jul 2024 | OTHER | NATIONAL FUEL GAS CO | 118 | 56.69 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | NATIONAL FUEL GAS CO | 806 | 54.30 USD | deriv |
| 15 Apr 2024 | OTHER | NATIONAL FUEL GAS CO | 113 | 52.83 USD | deriv |
| 09 May 2024 | GRANT_AWARD | Duke Energy CORP | 1,698.7 | 103.02 USD | deriv |
| 12 Jan 2024 | OTHER | NATIONAL FUEL GAS CO | 109 | 50.38 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | NATIONAL FUEL GAS CO | 820 | 53.37 USD | deriv |
| 27 Feb 2024 | GRANT_AWARD | TRUIST FINANCIAL CORP | 5,160 | 0.00 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | NATIONAL FUEL GAS CO | 865 | 50.60 USD | deriv |
| 13 Oct 2023 | OTHER | NATIONAL FUEL GAS CO | 93 | 53.91 USD | deriv |
| 14 Jul 2023 | OTHER | NATIONAL FUEL GAS CO | 90 | 50.61 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 01 Nov 2012.