Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SOUTHERN CO | 10,488.3 | reported | 02 Jan 2026 | tx 17+9,694.02 |
| PINNACLE WEST CAPITAL CORP | 1,665 | reported | 14 May 2026 | tx 5+7,890 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | PINNACLE WEST CAPITAL CORP | 1,665 | — | deriv |
| 02 Jan 2026 | GRANT_AWARD | SOUTHERN CO | 516.06 | 87.20 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | SOUTHERN CO | 448.31 | 94.80 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | SOUTHERN CO | 460.46 | 92.30 USD | deriv |
| 21 May 2025 | GRANT_AWARD | PINNACLE WEST CAPITAL CORP | 1,783 | — | deriv |
| 01 Apr 2025 | GRANT_AWARD | SOUTHERN CO | 462.86 | 91.82 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | SOUTHERN CO | 516.28 | 82.32 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | SOUTHERN CO | 467.65 | 90.88 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | SOUTHERN CO | 551.95 | 77.00 USD | deriv |
| 22 May 2024 | GRANT_AWARD | PINNACLE WEST CAPITAL CORP | 1,908 | — | deriv |
| 01 Apr 2024 | GRANT_AWARD | SOUTHERN CO | 597.75 | 71.10 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | SOUTHERN CO | 606.1 | 70.12 USD | deriv |
| 02 Oct 2023 | GRANT_AWARD | SOUTHERN CO | 618.05 | 64.72 USD | deriv |
| 03 Jul 2023 | GRANT_AWARD | SOUTHERN CO | 569.4 | 70.25 USD | deriv |
| 17 May 2023 | GRANT_AWARD | PINNACLE WEST CAPITAL CORP | 1,908 | 78.52 USD | |
| 03 Apr 2023 | GRANT_AWARD | SOUTHERN CO | 574.88 | 69.58 USD | deriv |
| 01 Mar 2023 | GRANT_AWARD | PINNACLE WEST CAPITAL CORP | 626 | 73.29 USD | |
| 03 Jan 2023 | GRANT_AWARD | SOUTHERN CO | 560.15 | 71.41 USD | deriv |
| 03 Oct 2022 | GRANT_AWARD | SOUTHERN CO | 588.24 | 68.00 USD | deriv |
| 01 Jul 2022 | GRANT_AWARD | SOUTHERN CO | 546.9 | 73.14 USD | deriv |
| 01 Apr 2022 | GRANT_AWARD | SOUTHERN CO | 539.67 | 74.12 USD | deriv |
| 03 Jan 2022 | GRANT_AWARD | SOUTHERN CO | 1,069.31 | 68.58 USD | deriv |