MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605,612 shares; 2024Q4: 2,358,872 shares; 2025Q1: 2,319,685 shares; 2025Q2: 2,240,136 shares; 2025Q3: 2,258,674 shares; 2025Q4: 2,315,921 shares 2,315,921 $124M 3.73% +57,247 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,222 shares; 2024Q4: 418,956 shares; 2025Q1: 517,996 shares; 2025Q2: 518,003 shares; 2025Q3: 519,216 shares; 2025Q4: 512,294 shares 512,294 $106M 3.2% -6,922 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056,287 shares; 2024Q4: 3,209,370 shares; 2025Q1: 3,333,886 shares; 2025Q2: 3,358,259 shares; 2025Q3: 3,080,386 shares; 2025Q4: 3,112,119 shares 3,112,119 $99.8M 3.01% +31,733 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391,563 shares; 2024Q4: 1,263,513 shares; 2025Q1: 1,246,565 shares; 2025Q2: 1,249,066 shares; 2025Q3: 1,250,074 shares; 2025Q4: 1,234,292 shares 1,234,292 $95.1M 2.87% -15,782 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,487 shares; 2024Q4: 409,153 shares; 2025Q1: 405,119 shares; 2025Q2: 405,722 shares; 2025Q3: 406,731 shares; 2025Q4: 401,292 shares 401,292 $91.7M 2.77% -5,439 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316,134 shares; 2024Q4: 2,049,247 shares; 2025Q1: 2,018,211 shares; 2025Q2: 2,020,989 shares; 2025Q3: 2,023,074 shares; 2025Q4: 1,996,225 shares 1,996,225 $91.1M 2.75% -26,849 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,195,245 shares; 2024Q4: 5,583,871 shares; 2025Q1: 5,033,609 shares; 2025Q2: 5,214,638 shares; 2025Q3: 5,351,145 shares; 2025Q4: 5,229,111 shares 5,229,111 $86.2M 2.6% -122,034 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 690,900 shares; 2025Q1: 1,646,791 shares; 2025Q2: 1,659,814 shares; 2025Q3: 1,661,610 shares; 2025Q4: 1,642,114 shares 1,642,114 $80.5M 2.43% -19,496 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058,077 shares; 2024Q4: 942,729 shares; 2025Q1: 664,857 shares; 2025Q2: 663,697 shares; 2025Q3: 663,157 shares; 2025Q4: 654,778 shares 654,778 $80.4M 2.43% -8,379 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 474,741 shares; 2025Q2: 604,916 shares; 2025Q3: 606,922 shares; 2025Q4: 599,630 shares 599,630 $77.4M 2.33% -7,292 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,260 shares; 2024Q4: 498,927 shares; 2025Q1: 351,271 shares; 2025Q2: 59,492 shares; 2025Q3: 59,779 shares; 2025Q4: 505,689 shares 505,689 $71.4M 2.15% +445,910 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,335 shares; 2024Q4: 735,219 shares; 2025Q1: 732,044 shares; 2025Q2: 732,971 shares; 2025Q3: 734,008 shares; 2025Q4: 723,893 shares 723,893 $69.5M 2.1% -10,115 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,421 shares; 2024Q4: 632,661 shares; 2025Q1: 623,727 shares; 2025Q2: 624,044 shares; 2025Q3: 626,326 shares; 2025Q4: 618,551 shares 618,551 $69.5M 2.1% -7,775 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 465,517 shares; 2025Q2: 592,964 shares; 2025Q3: 594,698 shares; 2025Q4: 587,187 shares 587,187 $68.5M 2.07% -7,511 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436,118 shares; 2024Q4: 1,362,410 shares; 2025Q1: 1,437,703 shares; 2025Q2: 1,443,153 shares; 2025Q3: 1,449,009 shares; 2025Q4: 1,443,215 shares 1,443,215 $62.9M 1.9% -5,794 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,014 shares; 2024Q4: 596,480 shares; 2025Q1: 595,351 shares; 2025Q2: 1,153,849 shares; 2025Q3: 1,133,268 shares; 2025Q4: 1,135,832 shares 1,135,832 $62.5M 1.89% +2,564 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707,681 shares; 2024Q4: 1,567,197 shares; 2025Q1: 1,427,187 shares; 2025Q2: 1,469,279 shares; 2025Q3: 1,480,497 shares; 2025Q4: 1,491,432 shares 1,491,432 $58.9M 1.78% +10,935 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087,127 shares; 2024Q4: 1,073,226 shares; 2025Q1: 1,058,472 shares; 2025Q2: 1,059,919 shares; 2025Q3: 1,062,061 shares; 2025Q4: 1,048,024 shares 1,048,024 $57.6M 1.74% -14,037 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,124 shares; 2024Q4: 624,081 shares; 2025Q1: 601,632 shares; 2025Q2: 608,244 shares; 2025Q3: 611,696 shares; 2025Q4: 618,714 shares 618,714 $57.2M 1.73% +7,018 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,016 shares; 2024Q4: 684,097 shares; 2025Q1: 709,113 shares; 2025Q2: 905,078 shares; 2025Q3: 920,121 shares; 2025Q4: 950,538 shares 950,538 $57.1M 1.72% +30,417 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,833 shares; 2024Q4: 30,423 shares; 2025Q1: 60,294 shares; 2025Q2: 56,243 shares; 2025Q3: 611,243 shares; 2025Q4: 567,548 shares 567,548 $53.1M 1.6% -43,695 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,303 shares; 2024Q4: 888,847 shares; 2025Q1: 1,103,207 shares; 2025Q2: 1,225,865 shares; 2025Q3: 1,086,127 shares; 2025Q4: 1,099,664 shares 1,099,664 $52.6M 1.59% +13,537 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572,810 shares; 2024Q4: 2,610,872 shares; 2025Q1: 2,861,430 shares; 2025Q2: 2,864,383 shares; 2025Q3: 2,878,958 shares; 2025Q4: 2,854,516 shares 2,854,516 $51.3M 1.55% -24,442 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082,114 shares; 2024Q4: 846,720 shares; 2025Q1: 1,299,294 shares; 2025Q2: 1,272,494 shares; 2025Q3: 1,507,121 shares; 2025Q4: 1,446,315 shares 1,446,315 $49.9M 1.51% -60,806 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187,115 shares; 2024Q4: 1,363,733 shares; 2025Q1: 1,290,732 shares; 2025Q2: 1,702,682 shares; 2025Q3: 1,715,476 shares; 2025Q4: 1,765,707 shares 1,765,707 $48.5M 1.46% +50,231 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,850 shares; 2024Q4: 160,805 shares; 2025Q1: 54,708 shares; 2025Q2: 54,814 shares; 2025Q3: 55,032 shares; 2025Q4: 54,810 shares 54,810 $48.2M 1.45% -222 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653,117 shares; 2024Q4: 1,101,415 shares; 2025Q1: 1,439,372 shares; 2025Q2: 1,451,340 shares; 2025Q3: 1,432,822 shares; 2025Q4: 1,384,034 shares 1,384,034 $46.8M 1.41% -48,788 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,311 shares; 2024Q4: 5,293 shares; 2025Q1: 5,223 shares; 2025Q2: 4,991 shares; 2025Q3: 5,711 shares; 2025Q4: 575,156 shares 575,156 $46.4M 1.4% +569,445 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069,220 shares; 2024Q4: 1,055,344 shares; 2025Q1: 788,144 shares; 2025Q2: 786,863 shares; 2025Q3: 603,911 shares; 2025Q4: 386,133 shares 386,133 $44.8M 1.35% -217,778 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,015,640 shares; 2025Q2: 2,020,651 shares; 2025Q3: 2,023,105 shares; 2025Q4: 1,577,879 shares 1,577,879 $44.4M 1.34% -445,226 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,584,109 shares 1,584,109 $42.9M 1.3% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 212,511 shares 212,511 $42.8M 1.29% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,363 shares; 2024Q4: 551,732 shares; 2025Q1: 543,413 shares; 2025Q2: 544,447 shares; 2025Q3: 544,020 shares; 2025Q4: 379,071 shares 379,071 $42.5M 1.28% -164,949 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 776,444 shares; 2025Q1: 645,787 shares; 2025Q2: 812,165 shares; 2025Q3: 816,542 shares; 2025Q4: 792,964 shares 792,964 $42.3M 1.28% -23,578 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437,799 shares; 2024Q4: 2,257,540 shares; 2025Q1: 1,946,406 shares; 2025Q2: 2,464,422 shares; 2025Q3: 2,476,395 shares; 2025Q4: 2,314,224 shares 2,314,224 $41M 1.24% -162,171 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655,058 shares; 2024Q4: 563,806 shares; 2025Q1: 567,186 shares; 2025Q2: 571,340 shares; 2025Q3: 573,241 shares; 2025Q4: 577,414 shares 577,414 $40.4M 1.22% +4,173 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,858 shares; 2024Q4: 322,424 shares; 2025Q1: 318,028 shares; 2025Q2: 319,350 shares; 2025Q3: 319,468 shares; 2025Q4: 315,193 shares 315,193 $39.9M 1.2% -4,275 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 658,476 shares; 2025Q4: 648,571 shares 648,571 $39.3M 1.19% -9,905 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,089 shares; 2024Q4: 455,429 shares; 2025Q1: 619,634 shares; 2025Q2: 620,588 shares; 2025Q3: 618,911 shares; 2025Q4: 610,343 shares 610,343 $37.7M 1.14% -8,568 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,610 shares; 2024Q4: 285,212 shares; 2025Q1: 285,566 shares; 2025Q2: 283,518 shares; 2025Q3: 282,491 shares; 2025Q4: 290,810 shares 290,810 $37.5M 1.13% +8,319 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,761 shares; 2024Q4: 595,057 shares; 2025Q1: 687,244 shares; 2025Q2: 691,096 shares; 2025Q3: 694,880 shares; 2025Q4: 689,269 shares 689,269 $36.1M 1.09% -5,611 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 351,091 shares; 2025Q3: 286,016 shares; 2025Q4: 555,291 shares 555,291 $35.4M 1.07% +269,275 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155,127 shares; 2024Q4: 1,718,027 shares; 2025Q1: 1,731,216 shares; 2025Q2: 1,925,498 shares; 2025Q3: 1,930,588 shares; 2025Q4: 1,978,405 shares 1,978,405 $35.2M 1.06% +47,817 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,380,512 shares; 2025Q2: 1,389,297 shares; 2025Q3: 1,396,148 shares; 2025Q4: 800,496 shares 800,496 $32.6M 0.98% -595,652 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,404 shares; 2024Q4: 185,544 shares; 2025Q1: 161,962 shares; 2025Q2: 182,632 shares; 2025Q3: 185,532 shares; 2025Q4: 160,277 shares 160,277 $31.2M 0.94% -25,255 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,421 shares; 2024Q4: 349,325 shares; 2025Q1: 238,248 shares; 2025Q2: 160,552 shares; 2025Q3: 163,550 shares; 2025Q4: 167,940 shares 167,940 $31M 0.94% +4,390 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,232,404 shares; 2025Q2: 1,488,590 shares; 2025Q3: 2,051,440 shares; 2025Q4: 1,977,044 shares 1,977,044 $30.8M 0.93% -74,396 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,416 shares; 2024Q4: 184,765 shares; 2025Q1: 181,909 shares; 2025Q2: 182,191 shares; 2025Q3: 181,340 shares; 2025Q4: 177,743 shares 177,743 $30.8M 0.93% -3,597 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868,544 shares; 2024Q4: 712,213 shares; 2025Q1: 705,974 shares; 2025Q2: 707,619 shares; 2025Q3: 708,496 shares; 2025Q4: 702,739 shares 702,739 $30M 0.91% -5,757 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485,476 shares; 2024Q4: 1,455,748 shares; 2025Q1: 1,399,291 shares; 2025Q2: 1,419,835 shares; 2025Q3: 1,307,297 shares; 2025Q4: 909,243 shares 909,243 $27.2M 0.82% -398,054 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,054 shares; 2024Q4: 227,187 shares; 2025Q1: 179,272 shares; 2025Q2: 168,482 shares; 2025Q3: 210,411 shares; 2025Q4: 218,539 shares 218,539 $26.2M 0.79% +8,128 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205,226 shares; 2024Q4: 1,110,136 shares; 2025Q1: 461,508 shares; 2025Q2: 459,793 shares; 2025Q3: 459,535 shares; 2025Q4: 328,551 shares 328,551 $23M 0.69% -130,984 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435,282 shares; 2025Q1: 817,558 shares; 2025Q2: 746,599 shares; 2025Q3: 763,017 shares; 2025Q4: 798,348 shares 798,348 $21.9M 0.66% +35,331 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,693 shares; 2024Q4: 599,441 shares; 2025Q1: 603,279 shares; 2025Q2: 602,743 shares; 2025Q3: 603,761 shares; 2025Q4: 594,090 shares 594,090 $21.8M 0.66% -9,671 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500,576 shares; 2024Q4: 1,535,470 shares; 2025Q1: 1,432,818 shares; 2025Q2: 1,174,081 shares; 2025Q3: 1,100,206 shares; 2025Q4: 1,130,121 shares 1,130,121 $21.6M 0.65% +29,915 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,637 shares; 2024Q4: 358,646 shares; 2025Q1: 362,675 shares; 2025Q2: 251,128 shares; 2025Q3: 252,600 shares; 2025Q4: 283,212 shares 283,212 $20.8M 0.63% +30,612 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 803,166 shares 803,166 $20.6M 0.62% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,778 shares; 2024Q4: 552,076 shares; 2025Q1: 438,954 shares; 2025Q2: 508,891 shares; 2025Q3: 510,130 shares; 2025Q4: 522,146 shares 522,146 $19.9M 0.6% +12,016 Timeline KEYERA CORP COM KEYERA CORP COM More: the full row for KEYERA CORP COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,096 shares; 2024Q4: 442,568 shares; 2025Q1: 431,750 shares; 2025Q2: 549,845 shares; 2025Q3: 549,969 shares; 2025Q4: 540,069 shares 540,069 $17.3M 0.52% -9,900 HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 801,302 shares; 2025Q4: 709,640 shares 709,640 $16.8M 0.51% -91,662 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 554,160 shares; 2025Q2: 561,218 shares; 2025Q3: 560,065 shares; 2025Q4: 370,841 shares 370,841 $16.2M 0.49% -189,224 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,574 shares; 2024Q4: 39,516 shares; 2025Q1: 36,483 shares; 2025Q2: 38,174 shares; 2025Q3: 38,744 shares; 2025Q4: 41,570 shares 41,570 $14.7M 0.44% +2,826 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,820 shares; 2024Q4: 107,322 shares; 2025Q1: 109,269 shares; 2025Q2: 116,365 shares; 2025Q3: 119,124 shares; 2025Q4: 159,597 shares 159,597 $14.1M 0.43% +40,473 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,870 shares; 2024Q4: 275,984 shares; 2025Q1: 293,085 shares; 2025Q2: 301,154 shares; 2025Q3: 297,522 shares; 2025Q4: 318,415 shares 318,415 $12.2M 0.37% +20,893 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,223 shares; 2024Q4: 291,748 shares; 2025Q1: 310,552 shares; 2025Q2: 319,377 shares; 2025Q3: 325,830 shares; 2025Q4: 344,670 shares 344,670 $12.1M 0.36% +18,840 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,738 shares; 2024Q4: 111,201 shares; 2025Q1: 120,153 shares; 2025Q2: 124,634 shares; 2025Q3: 127,348 shares; 2025Q4: 141,569 shares 141,569 $11.4M 0.34% +14,221 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,076 shares; 2024Q4: 294,778 shares; 2025Q1: 246,844 shares; 2025Q2: 255,820 shares; 2025Q3: 243,553 shares; 2025Q4: 261,635 shares 261,635 $10.9M 0.33% +18,082 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,253 shares; 2024Q4: 35,428 shares; 2025Q1: 51,705 shares; 2025Q2: 53,505 shares; 2025Q3: 54,633 shares; 2025Q4: 58,819 shares 58,819 $9.86M 0.3% +4,186 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,208 shares; 2024Q4: 71,756 shares; 2025Q1: 79,159 shares; 2025Q2: 84,805 shares; 2025Q3: 86,512 shares; 2025Q4: 92,529 shares 92,529 $9.24M 0.28% +6,017 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,680 shares; 2024Q4: 28,852 shares; 2025Q1: 38,007 shares; 2025Q2: 38,937 shares; 2025Q3: 39,102 shares; 2025Q4: 42,035 shares 42,035 $9.24M 0.28% +2,933 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,931 shares; 2024Q4: 33,712 shares; 2025Q1: 52,095 shares; 2025Q2: 53,887 shares; 2025Q3: 53,348 shares; 2025Q4: 50,094 shares 50,094 $8.79M 0.27% -3,254 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,997 shares; 2024Q4: 37,285 shares; 2025Q1: 39,787 shares; 2025Q2: 40,241 shares; 2025Q3: 40,937 shares; 2025Q4: 42,299 shares 42,299 $8.59M 0.26% +1,362 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,161 shares; 2025Q2: 85,542 shares; 2025Q3: 88,406 shares; 2025Q4: 110,252 shares 110,252 $8.14M 0.25% +21,846 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,836 shares; 2024Q4: 187,139 shares; 2025Q1: 188,701 shares; 2025Q2: 204,640 shares; 2025Q3: 207,368 shares; 2025Q4: 223,507 shares 223,507 $8.1M 0.24% +16,139 Timeline GIBSON ENERGY INC COM GIBSON ENERGY INC COM More: the full row for GIBSON ENERGY INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,390 shares; 2024Q4: 345,681 shares; 2025Q1: 337,239 shares; 2025Q2: 462,285 shares; 2025Q3: 472,689 shares; 2025Q4: 438,136 shares 438,136 $8.03M 0.24% -34,553 NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,649 shares; 2024Q4: 86,052 shares; 2025Q1: 87,436 shares; 2025Q2: 89,925 shares; 2025Q3: 90,984 shares; 2025Q4: 97,592 shares 97,592 $7.55M 0.23% +6,608 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,482 shares; 2024Q4: 24,881 shares; 2025Q1: 27,521 shares; 2025Q2: 44,676 shares; 2025Q3: 43,361 shares; 2025Q4: 44,139 shares 44,139 $7.18M 0.22% +778 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 310,011 shares; 2025Q2: 238,327 shares; 2025Q3: 218,049 shares; 2025Q4: 217,385 shares 217,385 $6.84M 0.21% -664 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,457 shares; 2024Q4: 24,085 shares; 2025Q1: 25,536 shares; 2025Q2: 25,781 shares; 2025Q3: 25,406 shares; 2025Q4: 28,193 shares 28,193 $6.52M 0.2% +2,787 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240,943 shares; 2025Q2: 246,920 shares; 2025Q3: 249,876 shares; 2025Q4: 259,130 shares 259,130 $6.44M 0.19% +9,254 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,336 shares; 2024Q4: 64,760 shares; 2025Q1: 31,541 shares; 2025Q2: 10,265 shares; 2025Q3: 21,617 shares; 2025Q4: 131,131 shares 131,131 $5.6M 0.17% +109,514 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,551 shares; 2024Q4: 102,122 shares; 2025Q1: 104,157 shares; 2025Q2: 104,438 shares; 2025Q3: 104,522 shares; 2025Q4: 103,786 shares 103,786 $5.55M 0.17% -736 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,328 shares; 2024Q4: 26,075 shares; 2025Q1: 37,559 shares; 2025Q2: 38,989 shares; 2025Q3: 39,841 shares; 2025Q4: 41,814 shares 41,814 $5.46M 0.16% +1,973 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,589 shares; 2024Q4: 140,232 shares; 2025Q1: 135,513 shares; 2025Q2: 125,133 shares; 2025Q3: 156,389 shares; 2025Q4: 149,397 shares 149,397 $5.15M 0.16% -6,992 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,838 shares; 2025Q2: 28,569 shares; 2025Q3: 28,696 shares; 2025Q4: 26,950 shares 26,950 $4.73M 0.14% -1,746 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,223 shares; 2025Q2: 24,380 shares; 2025Q3: 21,915 shares; 2025Q4: 20,989 shares 20,989 $4.37M 0.13% -926 Timeline RPGSF ROCKPOINT GAS STORAG-CL A More: the full row for ROCKPOINT GAS STORAG-CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210,930 shares 210,930 $4.31M 0.13% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,860 shares; 2024Q4: 22,661 shares; 2025Q1: 21,796 shares; 2025Q2: 23,044 shares; 2025Q3: 24,058 shares; 2025Q4: 25,729 shares 25,729 $4.15M 0.13% +1,671 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,804 shares; 2024Q4: 119,614 shares; 2025Q1: 115,700 shares; 2025Q2: 106,787 shares; 2025Q3: 96,034 shares; 2025Q4: 91,718 shares 91,718 $4.07M 0.12% -4,316 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 9,972 shares; 2025Q1: 9,839 shares; 2025Q2: 9,187 shares; 2025Q3: 8,262 shares; 2025Q4: 24,766 shares 24,766 $4.03M 0.12% +16,504 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 3,654 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376 shares; 2025Q4: 5,508 shares 5,508 $3.76M 0.11% +5,132 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,218 shares; 2025Q1: 3,864 shares; 2025Q2: 4,788 shares; 2025Q3: 4,753 shares; 2025Q4: 4,722 shares 4,722 $3.62M 0.11% -31 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,359 shares; 2024Q4: 269,970 shares; 2025Q1: 156,563 shares; 2025Q2: 81,368 shares; 2025Q3: 83,195 shares; 2025Q4: 86,375 shares 86,375 $3.11M 0.09% +3,180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,143 shares; 2024Q4: 20,400 shares; 2025Q1: 22,184 shares; 2025Q2: 23,439 shares; 2025Q3: 24,455 shares; 2025Q4: 26,384 shares 26,384 $3.04M 0.09% +1,929 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,229 shares; 2024Q4: 78,732 shares; 2025Q1: 84,065 shares; 2025Q2: 78,104 shares; 2025Q3: 70,270 shares; 2025Q4: 73,671 shares 73,671 $3.03M 0.09% +3,401 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,099 shares; 2024Q4: 26,409 shares; 2025Q1: 28,731 shares; 2025Q2: 30,335 shares; 2025Q3: 31,657 shares; 2025Q4: 34,154 shares 34,154 $2.98M 0.09% +2,497 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,636 shares; 2024Q4: 35,816 shares; 2025Q1: 34,664 shares; 2025Q2: 31,971 shares; 2025Q3: 24,285 shares; 2025Q4: 23,221 shares 23,221 $2.79M 0.08% -1,064 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,531 shares; 2024Q4: 12,506 shares; 2025Q1: 14,081 shares; 2025Q2: 13,112 shares; 2025Q3: 11,647 shares; 2025Q4: 27,353 shares 27,353 $2.54M 0.08% +15,706 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,817 shares; 2024Q4: 233,794 shares; 2025Q1: 222,082 shares; 2025Q2: 206,333 shares; 2025Q3: 262,029 shares; 2025Q4: 240,603 shares 240,603 $2.53M 0.08% -21,426 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,175 shares; 2024Q4: 40,995 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,716 shares; 2025Q4: 27,538 shares 27,538 $2.45M 0.07% +822 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,954 shares; 2024Q4: 20,191 shares; 2025Q1: 21,456 shares; 2025Q2: 22,531 shares; 2025Q3: 20,590 shares; 2025Q4: 24,555 shares 24,555 $2.44M 0.07% +3,965 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,618 shares; 2024Q4: 30,623 shares; 2025Q1: 33,717 shares; 2025Q2: 36,018 shares; 2025Q3: 37,571 shares; 2025Q4: 40,497 shares 40,497 $2.37M 0.07% +2,926 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,487 shares; 2024Q4: 289,669 shares; 2025Q1: 229,459 shares; 2025Q2: 229,902 shares; 2025Q3: 160,947 shares; 2025Q4: 7,221 shares 7,221 $2.33M 0.07% -153,726 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,073 shares; 2024Q4: 15,299 shares; 2025Q1: 16,649 shares; 2025Q2: 17,586 shares; 2025Q3: 18,353 shares; 2025Q4: 19,801 shares 19,801 $2.32M 0.07% +1,448 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,332 shares; 2024Q4: 82,641 shares; 2025Q1: 88,005 shares; 2025Q2: 90,477 shares; 2025Q3: 92,558 shares; 2025Q4: 27,377 shares 27,377 $2.2M 0.07% -65,181 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,752 shares; 2025Q1: 6,315 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,910 shares 44,910 $2.11M 0.06% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,666 shares; 2024Q4: 11,821 shares; 2025Q1: 12,871 shares; 2025Q2: 13,604 shares; 2025Q3: 14,222 shares; 2025Q4: 15,347 shares 15,347 $1.98M 0.06% +1,125 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,643 shares; 2024Q4: 29,883 shares; 2025Q1: 3,177 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,814 shares 40,814 $1.82M 0.06% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,172 shares; 2024Q4: 13,340 shares; 2025Q1: 14,516 shares; 2025Q2: 15,339 shares; 2025Q3: 16,003 shares; 2025Q4: 17,256 shares 17,256 $1.82M 0.05% +1,253 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,274 shares; 2024Q4: 21,555 shares; 2025Q1: 23,441 shares; 2025Q2: 24,744 shares; 2025Q3: 25,800 shares; 2025Q4: 27,815 shares 27,815 $1.81M 0.05% +2,015 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,025 shares; 2024Q4: 133,169 shares; 2025Q1: 126,880 shares; 2025Q2: 117,134 shares; 2025Q3: 105,140 shares; 2025Q4: 96,234 shares 96,234 $1.78M 0.05% -8,906 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,482 shares; 2024Q4: 1,318,191 shares; 2025Q1: 520,350 shares; 2025Q2: 521,040 shares; 2025Q3: 522,294 shares; 2025Q4: 28,608 shares 28,608 $1.77M 0.05% -493,686 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,673 shares; 2024Q4: 49,210 shares; 2025Q1: 47,501 shares; 2025Q2: 43,841 shares; 2025Q3: 39,411 shares; 2025Q4: 37,646 shares 37,646 $1.71M 0.05% -1,765 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,422 shares; 2025Q4: 10,601 shares 10,601 $1.62M 0.05% -10,821 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,579 shares; 2024Q4: 11,741 shares; 2025Q1: 17,588 shares; 2025Q2: 18,638 shares; 2025Q3: 19,461 shares; 2025Q4: 21,010 shares 21,010 $1.52M 0.05% +1,549 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,016 shares; 2024Q4: 51,601 shares; 2025Q1: 56,239 shares; 2025Q2: 59,405 shares; 2025Q3: 61,967 shares; 2025Q4: 67,262 shares 67,262 $1.31M 0.04% +5,295 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,378 shares; 2024Q4: 65,222 shares; 2025Q1: 70,275 shares; 2025Q2: 75,048 shares; 2025Q3: 78,152 shares; 2025Q4: 81,575 shares 81,575 $1.31M 0.04% +3,423 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,280 shares; 2025Q1: 2,082 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,101 shares 6,101 $1.28M 0.04% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 6,464 shares; 2025Q1: 4,902 shares; 2025Q2: 4,153 shares; 2025Q3: 3,794 shares; 2025Q4: 3,683 shares 3,683 $1.27M 0.04% -111 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,067 shares; 2025Q4: 7,684 shares 7,684 $1.22M 0.04% +617 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,412 shares; 2024Q4: 17,639 shares; 2025Q1: 19,162 shares; 2025Q2: 20,234 shares; 2025Q3: 21,101 shares; 2025Q4: 22,878 shares 22,878 $1.19M 0.04% +1,777 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,572 shares; 2024Q4: 50,332 shares; 2025Q1: 51,104 shares; 2025Q2: 47,571 shares; 2025Q3: 42,795 shares; 2025Q4: 39,180 shares 39,180 $1.11M 0.03% -3,615 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,655 shares; 2024Q4: 11,805 shares; 2025Q1: 12,845 shares; 2025Q2: 13,563 shares; 2025Q3: 14,140 shares; 2025Q4: 15,357 shares 15,357 $1.07M 0.03% +1,217 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 10,530 shares; 2025Q1: 11,165 shares; 2025Q2: 11,799 shares; 2025Q3: 12,299 shares; 2025Q4: 13,277 shares 13,277 $1.03M 0.03% +978 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,721 shares; 2024Q4: 49,730 shares; 2025Q1: 49,916 shares; 2025Q2: 46,036 shares; 2025Q3: 41,360 shares; 2025Q4: 37,967 shares 37,967 $999K 0.03% -3,393 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 3,168 shares; 2025Q1: 3,123 shares; 2025Q2: 3,177 shares; 2025Q3: 3,590 shares; 2025Q4: 3,640 shares 3,640 $994K 0.03% +50 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,716 shares; 2024Q4: 89,003 shares; 2025Q1: 87,414 shares; 2025Q2: 80,603 shares; 2025Q3: 72,477 shares; 2025Q4: 26,139 shares 26,139 $922K 0.03% -46,338 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,757 shares; 2024Q4: 168,456 shares; 2025Q1: 207,942 shares; 2025Q2: 55,795 shares; 2025Q3: 57,869 shares; 2025Q4: 62,377 shares 62,377 $894K 0.03% +4,508 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 9,860 shares; 2025Q1: 11,070 shares; 2025Q2: 11,704 shares; 2025Q3: 12,201 shares; 2025Q4: 13,169 shares 13,169 $887K 0.03% +968 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,847 shares; 2025Q1: 4,289 shares; 2025Q2: 4,032 shares; 2025Q3: 3,930 shares; 2025Q4: 3,930 shares 3,930 $808K 0.02% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,624 shares; 2024Q4: 22,701 shares; 2025Q1: 24,931 shares; 2025Q2: 23,005 shares; 2025Q3: 20,945 shares; 2025Q4: 18,910 shares 18,910 $741K 0.02% -2,035 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,687 shares; 2024Q4: 489,310 shares; 2025Q1: 7,173 shares; 2025Q2: 4,228 shares; 2025Q3: 3,971 shares; 2025Q4: 3,867 shares 3,867 $659K 0.02% -104 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,208 shares 9,208 $602K 0.02% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,779 shares 6,779 $511K 0.02% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,099 shares 8,099 $497K 0.01% new Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,209 shares; 2024Q4: 13,933 shares; 2025Q1: 13,759 shares; 2025Q2: 12,876 shares; 2025Q3: 13,824 shares; 2025Q4: 11,612 shares 11,612 $418K 0.01% -2,212 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 973 shares 973 $296K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,086 shares 2,086 $254K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,142 shares 2,142 $229K 0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,006 shares; 2024Q4: 6,631 shares; 2025Q1: 1,909 shares; 2025Q2: 1,950 shares; 2025Q3: not reported; 2025Q4: 1,854 shares 1,854 $204K 0.01% new Timeline