| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SO, SOJC | SOUTHERN CO | Director | $5.26M | Oct 1, 2025 | ||
| PNW | PINNACLE WEST CAPITAL CORP | Director | $130K | May 18, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|