Disclosed positions
| PUBLIC SVC ENTERPRISE GRP IN | PEG | COM | $6,612,156 | 74,119 | SH | None |
| EXELON CORP | EXC | COM | $6,271,017 | 154,649 | SH | None |
| PINNACLE WEST CAP CORP | PNW | COM | $6,244,886 | 70,492 | SH | None |
| CROWN CASTLE INC | CCI | COM | $6,173,031 | 52,036 | SH | None |
| EVERSOURCE ENERGY | ES | COM | $6,148,930 | 90,359 | SH | None |
| UNION PAC CORP | UNP | COM | $6,134,887 | 24,890 | SH | None |
| CONSOLIDATED EDISON INC | ED | COM | $6,120,970 | 58,782 | SH | None |
| PORTLAND GEN ELEC CO | POR | COM NEW | $6,088,282 | 127,104 | SH | None |
| AMERICAN TOWER CORP NEW | AMT | COM | $6,080,049 | 26,144 | SH | None |
| AVISTA CORP | AVA | COM | $5,947,776 | 153,491 | SH | None |
| SJW GROUP | SJW | COM | $5,474,601 | 94,211 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.