Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| American Water Works Company, Inc. | 143,222 | reported | 11 Feb 2020 | tx 55+442,715−162,606 |
| SOUTHERN CO | 34,727.57 | reported | 06 Mar 2013 | tx 26+576,317−522,361 |
| DOMINION ENERGY, INC | 24,965.397 | reported | 05 May 2026 | tx 34+49,512 |
| CARRIER GLOBAL Corp | 22,685.03 | reported | 09 Apr 2025 | tx 4+22,323.23 |
| NEWMONT Corp /DE/ |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| 14,848 |
| reported |
| 26 Apr 2024 |
| tx 6+14,848 |
| RAYMOND JAMES FINANCIAL INC | 0 | reported | 23 Feb 2023 | tx 88+61,933.55−30,659 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2026 | GRANT_AWARD | DOMINION ENERGY, INC | 2,820 | 62.95 USD | |
| 05 May 2026 | GRANT_AWARD | DOMINION ENERGY, INC | 2,661 | 62.95 USD | |
| 07 May 2025 | GRANT_AWARD | DOMINION ENERGY, INC | 3,063 | 54.68 USD | |
| 07 May 2025 | GRANT_AWARD | DOMINION ENERGY, INC | 3,246 | 54.68 USD | |
| 09 Apr 2025 | GRANT_AWARD | CARRIER GLOBAL Corp | 5,496.13 | 60.77 USD | deriv |
| 07 May 2024 | GRANT_AWARD | DOMINION ENERGY, INC | 3,258 | 51.41 USD | |
| 07 May 2024 | GRANT_AWARD | DOMINION ENERGY, INC | 3,648 | 51.41 USD | |
| 26 Apr 2024 | GRANT_AWARD | NEWMONT Corp /DE/ | 4,212 | 0.00 USD | |
| 18 Apr 2024 | GRANT_AWARD | CARRIER GLOBAL Corp | 6,088.42 | 53.38 USD | deriv |
| 06 Nov 2023 | GRANT_AWARD | NEWMONT Corp /DE/ | 51 | 0.00 USD | |
| 16 Aug 2022 | PURCHASE | DOMINION ENERGY, INC | 42 | 85.56 USD | |
| 11 Aug 2021 | PURCHASE | DOMINION ENERGY, INC | 67 | 76.84 USD | first after silence |
| 29 Jan 2019 | PURCHASE | DOMINION ENERGY, INC | 48 | 68.54 USD | |
| 22 May 2017 | PURCHASE | DOMINION ENERGY, INC | 31 | 79.71 USD | |
| 21 Feb 2017 | PURCHASE | DOMINION ENERGY, INC | 46 | 74.90 USD | |
| 10 Feb 2017 | PURCHASE | DOMINION ENERGY, INC | 34 | 73.11 USD | |
| 20 Jun 2023 | PURCHASE | DOMINION ENERGY, INC | 54 | 53.70 USD | |
| 19 Jan 2022 | PURCHASE | DOMINION ENERGY, INC | 43 | 79.49 USD | |
| 10 May 2023 | GRANT_AWARD | DOMINION ENERGY, INC | 2,434 | 56.50 USD | |
| 10 May 2023 | GRANT_AWARD | DOMINION ENERGY, INC | 2,965 | 56.50 USD | |
| 28 Apr 2023 | GRANT_AWARD | NEWMONT Corp /DE/ | 3,797 | 0.00 USD | |
| 20 Apr 2023 | GRANT_AWARD | CARRIER GLOBAL Corp | 7,161.75 | 45.38 USD | deriv |
| 23 Feb 2023 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,683 | 0.00 USD | |
| 23 Feb 2023 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,683 | 0.00 USD | deriv |
| 15 Jan 2023 | GRANT_AWARD | CARRIER GLOBAL Corp | 3,576.93 | 45.43 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 11 Aug 2021.