| Company | Type | Amount Range | Price | Date |
|---|---|---|---|---|
| AMT AMERICAN TOWER CORP /MA/ | Sale | $1,001–$15,000 | $177.47 | May 11, 2026 |
| TMO THERMO FISHER SCIENTIFIC INC. | Sale | $1,001–$15,000 | $474.46 | May 7, 2026 |
| INTC INTEL CORP | Sale | $1,001–$15,000 | $109.62 | May 7, 2026 |
| PWR QUANTA SERVICES, INC. | Sale | $1,001–$15,000 | $750.73 | May 7, 2026 |
| MU MICRON TECHNOLOGY INC | Sale | $15,001–$50,000 | $395.53 | Mar 24, 2026 |
| CVS CVS HEALTH Corp | Sale | $1,001–$15,000 | $78.03 | Nov 21, 2025 |
| AWK American Water Works Company, Inc. | Sale | $1,001–$15,000 | $132.74 | Nov 21, 2025 |
| APO Apollo Global Management, Inc. | Sale | $1,001–$15,000 | $130.02 | Nov 21, 2025 |
| CVS CVS HEALTH Corp | Sale | $1,001–$15,000 | $78.03 | Nov 21, 2025 |
| MSFT MICROSOFT CORP | Sale | $1,001–$15,000 | $472.12 | Nov 21, 2025 |
| NVDA NVIDIA CORP | Purchase | $1,001–$15,000 | $178.88 | Nov 21, 2025 |
| GOOGL Alphabet Inc. | Sale | $15,001–$50,000 | $236.57 | Oct 10, 2025 |
| KD Kyndryl Holdings, Inc. | Sale | — | $27.68 | Oct 10, 2025 |
| INTC INTEL CORP | Purchase | $1,001–$15,000 | $22.43 | Apr 3, 2025 |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | Purchase | $1,001–$15,000 | $243.49 | Apr 3, 2025 |
| KMI KINDER MORGAN, INC. | Sale | $1,001–$15,000 | $27.72 | Apr 3, 2025 |
| NVDA NVIDIA CORP | Purchase | $1,001–$15,000 | $101.80 | Apr 3, 2025 |
| OKE ONEOK INC /NEW/ | Sale | $1,001–$15,000 | $92.70 | Apr 3, 2025 |
| NOW ServiceNow, Inc. | Sale | $1,001–$15,000 | $774.07 | Apr 3, 2025 |
| WMB WILLIAMS COMPANIES, INC. | Sale | $1,001–$15,000 | $59.03 | Apr 3, 2025 |
| ABBV AbbVie Inc. | Sale | $1,001–$15,000 | $201.64 | Apr 3, 2025 |
| GOOGL Alphabet Inc. | Purchase | $1,001–$15,000 | $150.72 | Apr 3, 2025 |
| AMZN AMAZON COM INC | Purchase | $1,001–$15,000 | $178.41 | Apr 3, 2025 |
| AMT AMERICAN TOWER CORP /MA/ | Sale | $1,001–$15,000 | $228.19 | Apr 3, 2025 |
| PWR QUANTA SERVICES, INC. | Sale | $1,001–$15,000 | $252.04 | Apr 3, 2025 |
| NEE NEXTERA ENERGY INC | Sale | $1,001–$15,000 | $72.14 | Apr 3, 2025 |
| TSLA Tesla, Inc. | Sale | $1,001–$15,000 | $259.52 | Oct 29, 2024 |
| AMZN AMAZON COM INC | Sale | $15,001–$50,000 | $190.83 | Oct 29, 2024 |
| MU MICRON TECHNOLOGY INC | Purchase | $1,001–$15,000 | $78.69 | Dec 20, 2023 |
| HASI HA Sustainable Infrastructure Capital, Inc. | Sale | $1,001–$15,000 | $27.10 | Dec 20, 2023 |
| NOW ServiceNow, Inc. | Purchase | $1,001–$15,000 | $693.80 | Dec 20, 2023 |
| CVS CVS HEALTH Corp | Purchase | $1,001–$15,000 | $69.41 | Jun 22, 2023 |
| KD Kyndryl Holdings, Inc. | Purchase | $1,001–$15,000 | $13.27 | Jun 22, 2023 |
| SRE SEMPRA | Purchase | $1,001–$15,000 | — | Jun 22, 2023 |