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Holding5 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Regulated Electric Utilities | $19.1M 61.7% | -$6.7M Sold | 0.057% 1.3M shares | 1.7M → 1.3M −$6.7M | -25.93% | $33.1B Large Cap | Q2 2025 Held for 5 months | |
Chemicals - Specialty Basic Materials | $6.7M 21.8% | +$6.7M New | 0.071% 83.0K shares | 0 → 83.0K +$6.7M | New | $9.5B Mid Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $3.8M 12.45% | +$3.8M New | 0.018% 69.6K shares | 0 → 69.6K +$3.8M | New | $21.3B Large Cap | Q3 2025 Held for 2 months | |
Industrial - Machinery Industrials | $1.3M 4.05% | +$1.3M New | 0.001% 3.3K shares | 0 → 3.3K +$1.3M | New | $145.70B Large Cap | Q3 2025 Held for 2 months | |
Electrical Equipment & Parts Industrials | - — | -$1.3M Sold | — - shares | 55.0K → 0 −$1.3M | Sold | $5.3B Mid Cap | Q2 2025 Held for 5 months |
