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. | 35,679 | reported | 14 Feb 2019 | tx 31+133,956−38,474 |
| NorthWestern Energy Group, Inc. | 32,632 | reported | 02 Jan 2026 | tx 9+8,258 |
| EDISON INTERNATIONAL | 27,072 | reported | 03 Mar 2009 | tx 46+83,324−44,615 |
| NORTHWESTERN CORP | 21,660 | reported | 06 Jan 2023 | tx 9+19,248 |
| PPL Corp | 18,379.2 | reported | 02 Jan 2026 | tx 13+17,463.84 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | PPL Corp | 1,246.08 | 35.11 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | NorthWestern Energy Group, Inc. | 852 | 64.54 USD | |
| 06 Oct 2025 | GRANT_AWARD | NorthWestern Energy Group, Inc. | 938 | 58.61 USD | |
| 01 Oct 2025 | GRANT_AWARD | PPL Corp | 1,161.52 | 36.59 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | NorthWestern Energy Group, Inc. | 1,072 | 51.30 USD | |
| 01 Jul 2025 | GRANT_AWARD | PPL Corp | 1,250.37 | 33.99 USD | deriv |
| 04 Apr 2025 | GRANT_AWARD | NorthWestern Energy Group, Inc. | 950 | 57.87 USD | |
| 01 Apr 2025 | GRANT_AWARD | PPL Corp | 1,178.59 | 36.06 USD | deriv |
| 06 Jan 2025 | GRANT_AWARD | NorthWestern Energy Group, Inc. | 1,029 | 53.46 USD | |
| 02 Jan 2025 | GRANT_AWARD | PPL Corp | 1,320.7 | 32.18 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | NorthWestern Energy Group, Inc. | 938 | 57.22 USD | |
| 01 Oct 2024 | GRANT_AWARD | PPL Corp | 1,203.73 | 33.23 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | PPL Corp | 1,461.99 | 27.36 USD | deriv |
| 02 Jul 2024 | GRANT_AWARD | NorthWestern Energy Group, Inc. | 938 | 50.08 USD | |
| 01 Apr 2024 | GRANT_AWARD | PPL Corp | 1,454.55 | 27.50 USD | deriv |
| 02 Apr 2024 | GRANT_AWARD | NorthWestern Energy Group, Inc. | 854 | 50.93 USD | |
| 08 Jan 2024 | GRANT_AWARD | NorthWestern Energy Group, Inc. | 687 | 50.89 USD | |
| 02 Jan 2024 | GRANT_AWARD | PPL Corp | 1,454.02 | 27.51 USD | deriv |
| 02 Oct 2023 | GRANT_AWARD | PPL Corp | 1,718.4 | 22.55 USD | deriv |
| 03 Jul 2023 | GRANT_AWARD | PPL Corp | 1,452.94 | 26.67 USD | deriv |
| 03 Apr 2023 | GRANT_AWARD | PPL Corp | 1,405 | 27.58 USD | deriv |
| 11 Jan 2023 | GRANT_AWARD | PPL Corp | 1,155.95 | 30.17 USD | deriv |
| 06 Jan 2023 | GRANT_AWARD | NORTHWESTERN CORP | 2,750 | 59.34 USD | |
| 01 Feb 2022 | GRANT_AWARD | NORTHWESTERN CORP | 2,750 | 58.12 USD | |
| 01 Feb 2021 | GRANT_AWARD | NORTHWESTERN CORP | 2,750 | 54.47 USD |