LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,220 shares; 2024Q4: 23,062 shares; 2025Q1: 21,785 shares; 2025Q2: 22,335 shares; 2025Q3: 21,959 shares; 2025Q4: 21,484 shares; 2026Q1: 20,927 shares 20,927 $19.2M 9.31% -557 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,868 shares; 2024Q4: 69,245 shares; 2025Q1: 67,228 shares; 2025Q2: 67,375 shares; 2025Q3: 65,455 shares; 2025Q4: 63,470 shares; 2026Q1: 59,018 shares 59,018 $16.9M 8.19% -4,452 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,104 shares; 2024Q4: 60,546 shares; 2025Q1: 59,605 shares; 2025Q2: 59,776 shares; 2025Q3: 59,078 shares; 2025Q4: 58,804 shares; 2026Q1: 57,922 shares 57,922 $14.7M 7.11% -882 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,672 shares; 2024Q4: 41,462 shares; 2025Q1: 41,062 shares; 2025Q2: 41,187 shares; 2025Q3: 40,619 shares; 2025Q4: 40,354 shares; 2026Q1: 40,210 shares 40,210 $11.8M 5.72% -144 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,295 shares; 2024Q4: 32,884 shares; 2025Q1: 32,581 shares; 2025Q2: 32,269 shares; 2025Q3: 31,297 shares; 2025Q4: 31,313 shares; 2026Q1: 31,729 shares 31,729 $11.7M 5.68% +416 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,424 shares; 2024Q4: 54,980 shares; 2025Q1: 54,536 shares; 2025Q2: 54,863 shares; 2025Q3: 54,311 shares; 2025Q4: 54,574 shares; 2026Q1: 54,689 shares 54,689 $11.4M 5.51% +115 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,818 shares; 2024Q4: 23,113 shares; 2025Q1: 22,604 shares; 2025Q2: 22,400 shares; 2025Q3: 22,347 shares; 2025Q4: 22,215 shares; 2026Q1: 22,233 shares 22,233 $10.7M 5.15% +18 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,453 shares; 2024Q4: 31,280 shares; 2025Q1: 30,647 shares; 2025Q2: 30,636 shares; 2025Q3: 30,539 shares; 2025Q4: 30,604 shares; 2026Q1: 30,763 shares 30,763 $9.3M 4.5% +159 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,474 shares; 2025Q1: 6,735 shares; 2025Q2: 6,831 shares; 2025Q3: 6,802 shares; 2025Q4: 6,769 shares; 2026Q1: 6,556 shares 6,556 $8.66M 4.19% -213 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,386 shares; 2024Q4: 85,436 shares; 2025Q1: 85,740 shares; 2025Q2: 86,545 shares; 2025Q3: 86,093 shares; 2025Q4: 88,362 shares; 2026Q1: 87,955 shares 87,955 $8.49M 4.11% -407 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,147 shares; 2024Q4: 33,536 shares; 2025Q1: 33,146 shares; 2025Q2: 33,180 shares; 2025Q3: 32,588 shares; 2025Q4: 32,486 shares; 2026Q1: 32,208 shares 32,208 $7.87M 3.81% -278 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,111 shares; 2025Q1: 7,698 shares; 2025Q2: 7,458 shares; 2025Q3: 7,212 shares; 2025Q4: 7,169 shares; 2026Q1: 7,074 shares 7,074 $7.05M 3.41% -95 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,571 shares; 2024Q4: 36,446 shares; 2025Q1: 36,257 shares; 2025Q2: 36,301 shares; 2025Q3: 35,967 shares; 2025Q4: 35,780 shares; 2026Q1: 35,904 shares 35,904 $6.93M 3.35% +124 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,170 shares; 2024Q4: 20,342 shares; 2025Q1: 20,705 shares; 2025Q2: 20,987 shares; 2025Q3: 20,910 shares; 2025Q4: 21,001 shares; 2026Q1: 20,989 shares 20,989 $6.9M 3.34% -12 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,631 shares; 2024Q4: 11,744 shares; 2025Q1: 11,712 shares; 2025Q2: 11,770 shares; 2025Q3: 11,534 shares; 2025Q4: 11,501 shares; 2026Q1: 11,396 shares 11,396 $6.89M 3.33% -105 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,895 shares; 2024Q4: 29,965 shares; 2025Q1: 32,258 shares; 2025Q2: 32,886 shares; 2025Q3: 32,731 shares; 2025Q4: 33,648 shares; 2026Q1: 33,560 shares 33,560 $6.05M 2.93% -88 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,381 shares; 2024Q4: 18,183 shares; 2025Q1: 17,956 shares; 2025Q2: 18,153 shares; 2025Q3: 17,875 shares; 2025Q4: 18,003 shares; 2026Q1: 18,111 shares 18,111 $5.95M 2.88% +108 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,590 shares; 2024Q4: 21,449 shares; 2025Q1: 21,551 shares; 2025Q2: 21,991 shares; 2025Q3: 21,388 shares; 2025Q4: 21,313 shares; 2026Q1: 21,123 shares 21,123 $5.5M 2.66% -190 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,675 shares; 2026Q1: 116,900 shares 116,900 $4.96M 2.4% +21,225 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,823 shares; 2024Q4: 34,651 shares; 2025Q1: 34,835 shares; 2025Q2: 35,105 shares; 2025Q3: 34,689 shares; 2025Q4: 33,466 shares; 2026Q1: 32,056 shares 32,056 $4.63M 2.24% -1,410 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,509 shares; 2024Q4: 17,537 shares; 2025Q1: 17,447 shares; 2025Q2: 15,687 shares; 2025Q3: 15,600 shares; 2025Q4: 16,107 shares; 2026Q1: 16,218 shares 16,218 $4.39M 2.12% +111 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,323 shares; 2024Q4: 20,218 shares; 2025Q1: 20,864 shares; 2025Q2: 21,324 shares; 2025Q3: 21,182 shares; 2025Q4: 21,340 shares; 2026Q1: 21,089 shares 21,089 $4.39M 2.12% -251 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,885 shares; 2025Q1: 2,915 shares; 2025Q2: 3,100 shares; 2025Q3: 3,092 shares; 2025Q4: 3,092 shares; 2026Q1: 3,294 shares 3,294 $3.17M 1.53% +202 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 970 shares; 2025Q1: 1,455 shares; 2025Q2: 1,430 shares; 2025Q3: 7,179 shares; 2025Q4: 7,208 shares; 2026Q1: 6,880 shares 6,880 $1.92M 0.93% -328 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,491 shares; 2024Q4: 11,491 shares; 2025Q1: 11,491 shares; 2025Q2: 11,491 shares; 2025Q3: 11,491 shares; 2025Q4: 11,491 shares; 2026Q1: 11,491 shares 11,491 $913K 0.44% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,935 shares; 2024Q4: 16,685 shares; 2025Q1: 17,110 shares; 2025Q2: 17,110 shares; 2025Q3: 19,660 shares; 2025Q4: 19,510 shares; 2026Q1: 19,510 shares 19,510 $801K 0.39% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.35% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,827 shares; 2025Q1: not reported; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 1,992 shares; 2026Q1: 3,640 shares 3,640 $635K 0.31% +1,648 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,700 shares; 2024Q4: 18,600 shares; 2025Q1: 18,350 shares; 2025Q2: 18,300 shares; 2025Q3: 17,850 shares; 2025Q4: 17,950 shares; 2026Q1: 17,950 shares 17,950 $602K 0.29% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 9,970 shares; 2025Q1: 9,970 shares; 2025Q2: 9,970 shares; 2025Q3: 9,970 shares; 2025Q4: 9,970 shares; 2026Q1: 9,970 shares 9,970 $519K 0.25% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $454K 0.22% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,550 shares; 2025Q1: 1,300 shares; 2025Q2: 1,250 shares; 2025Q3: 1,100 shares; 2025Q4: 1,050 shares; 2026Q1: 1,000 shares 1,000 $436K 0.21% -50 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,359 shares; 2026Q1: 2,359 shares 2,359 $430K 0.21% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $367K 0.18% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,700 shares; 2026Q1: 7,200 shares 7,200 $362K 0.18% +1,500 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,325 shares; 2025Q4: 1,315 shares; 2026Q1: 1,240 shares 1,240 $357K 0.17% -75 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,005 shares; 2024Q4: 24,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,350 shares; 2025Q4: 6,400 shares; 2026Q1: 7,050 shares 7,050 $343K 0.17% +650 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,236 shares 1,236 $269K 0.13% -8 Timeline