| PPORTLAND GEN ELEC CO COM NEWPOR |
| 6.06% | 8.01% | $110.6M | 2.1M | $142.0M | 2.7M | -557,008-20.70% | Reduce |
 ENTERGY CORP NEWETR |
| 5.45% | 4.84% | $99.4M | 865,782 | $85.7M | 763,078 | +102,704+13.46% | Add |
| TTAMBORAN RES CORPTBN |
| 5.13% | 5.86% | $93.7M | 2.9M | $103.8M | 2.1M | +805,489+38.79% | Add |
 DEVON ENERGY CORP NEWDVN |
| 5.1% | — | $93.1M | 2.3M | $0 | 0 | +2.3M | New Buy |
 DTE ENERGY CO COMDTE |
| 4.81% | 4.22% | $87.8M | 576,287 | $74.8M | 511,367 | +64,920+12.70% | Add |
 XCEL ENERGY INC COMXEL |
| 4.66% | 5.2% | $85.2M | 1.1M | $92.2M | 1.2M | -99,307-8.56% | Reduce |
 GULFPORT ENERGY CORPGPOR |
| 3.75% | 1.77% | $68.5M | 403,403 | $31.4M | 148,202 | +255,201+172.20% | Add |
 MDU RES GROUP INCMDU |
| 3.64% | 1.81% | $66.5M | 3.1M | $32.1M | 1.6M | +1.6M+102.41% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 2.82% | 2.41% | $51.5M | 376,380 | $42.8M | 326,416 | +49,964+15.31% | Add |
 PPL CORP COMPPL |
| 2.77% | 0.85% | $50.6M | 1.4M | $15.1M | 394,351 | +998,225+253.13% | Add |
 SUNCOR ENERGY INC NEWSU |
| 2.64% | 1.01% | $48.2M | 898,053 | $17.9M | 270,665 | +627,388+231.80% | Add |
| AAMEREN CORP COMDHS |
| 2.58% | 2.62% | $47.1M | 416,326 | $46.4M | 422,264 | -5,938-1.41% | Reduce |
 VIPER ENERGY INCVNOM |
| 2.52% | — | $46.1M | 1.1M | $0 | 0 | +1.1M | New Buy |
 ALLIANT ENERGY CORP COMLNT |
| 2.28% | 1.82% | $41.6M | 545,246 | $32.3M | 449,591 | +95,655+21.28% | Add |
 NISOURCE INC COMNI |
| 2.19% | 2.31% | $39.9M | 839,916 | $40.9M | 877,440 | -37,524-4.28% | Reduce |
 ADIENT PLC COM USD0.001ADNT |
| 2.18% | 2.05% | $39.9M | 2.2M | $36.3M | 1.8M | +373,915+20.81% | Add |
| CCHORD ENERGY CORPORATIONCHRD |
| 1.95% | 2.09% | $35.7M | 312,317 | $37.0M | 260,133 | +52,184+20.06% | Add |
 EVERGY INC COMEVRG |
| 1.86% | 2.22% | $34.0M | 393,514 | $39.4M | 480,895 | -87,381-18.17% | Reduce |
 GOLAR LNG LTD SHSGLNG |
| 1.81% | — | $33.1M | 663,403 | $0 | 0 | +663,403 | New Buy |
| BBETA TECHNOLOGIES INCBETA |
| 1.74% | 1.58% | $31.7M | 1.9M | $27.9M | 1.9M | -6,284-0.33% | Reduce |
 PINNACLE WEST CAP CORPPNW |
| 1.46% | — | $26.7M | 249,955 | $0 | 0 | +249,955 | New Buy |
| VVERSIGENT PLCVGNT |
| 1.44% | 0.04% | $26.3M | 626,080 | $651,555 | 20,457 | +605,623+2,960.47% | Add |
 CONSOLIDATED EDISON INCED |
| 1.41% | 1.6% | $25.8M | 233,409 | $28.3M | 250,031 | -16,622-6.65% | Reduce |
 WILLIAMS COS INCWMB |
| 1.4% | 1.58% | $25.7M | 345,107 | $28.0M | 384,974 | -39,867-10.36% | Reduce |
| BBKV CORPBKV |
| 1.36% | 1.38% | $24.8M | 905,541 | $24.4M | 855,481 | +50,060+5.85% | Add |
 GENERAL MTRS COGM |
| 1.35% | 0.62% | $24.6M | 318,691 | $10.9M | 146,532 | +172,159+117.49% | Add |
| RRICE ACQUISITION CORP 3 |
| 1.32% | 1.34% | $24.2M | 2.3M | $23.7M | 2.3M | 00.00% | Unchanged |
 EXPAND ENERGY CORPORATIONEXE |
| 1.17% | 2.18% | $21.4M | 234,566 | $38.6M | 351,394 | -116,828-33.25% | Reduce |
| DDANA INCDAN |
| 0.99% | 0.5% | $18.1M | 666,689 | $8.8M | 260,652 | +406,037+155.78% | Add |
 ENPHASE ENERGY INC COMENPH |
| 0.91% | — | $16.6M | 336,483 | $0 | 0 | +336,483 | New Buy |
 CORE & MAIN INCCNM |
| 0.71% | 0.85% | $13.1M | 270,589 | $15.0M | 303,605 | -33,016-10.87% | Reduce |
| DDAUCH CORPDCH |
| 0.64% | 0.42% | $11.6M | 2.1M | $7.4M | 1.2M | +893,894+71.69% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.61% | — | $11.2M | 65,484 | $0 | 0 | +65,484 | New Buy |
| NNRG ENERGY INCNRG |
| 0.6% | 0.54% | $11.0M | 75,076 | $9.5M | 65,009 | +10,067+15.49% | Add |
 ADVANCED DRAIN SYS INC DELWMS |
| 0.52% | — | $9.5M | 60,437 | $0 | 0 | +60,437 | New Buy |
 CHEVRON CORPORATIONCVX |
| 0.52% | — | $9.5M | 57,196 | $0 | 0 | +57,196 | New Buy |
 NUTRIEN LTDNTR |
| 0.51% | — | $9.3M | 147,639 | $0 | 0 | +147,639 | New Buy |
| KKODIAK GAS SVCS INCKGS |
| 0.51% | — | $9.3M | 123,154 | $0 | 0 | +123,154 | New Buy |
 CUMMINS INCCMI |
| 0.5% | — | $9.2M | 12,889 | $0 | 0 | +12,889 | New Buy |
| SSOUTH BOW CORPORATION COM NPV ISIN #CA83671M1059 SEDOL #BMZMBC3USNG |
| 0.49% | — | $9.0M | 255,184 | $0 | 0 | +255,184 | New Buy |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.48% | 0.94% | $8.9M | 111,791 | $16.7M | 229,582 | -117,791-51.31% | Reduce |
 CARRIER GLOBALCARR |
| 0.48% | — | $8.8M | 120,378 | $0 | 0 | +120,378 | New Buy |
| UUNITED STATES ANTIMONY CORPUAMY |
| 0.48% | 0.16% | $8.8M | 1.2M | $2.9M | 333,708 | +873,141+261.65% | Add |
| PPERMIAN RESOURCES CORPPR |
| 0.46% | 0.58% | $8.4M | 457,664 | $10.3M | 484,040 | -26,376-5.45% | Reduce |
 BLACK HILLS CORPBKH |
| 0.44% | 0.43% | $8.1M | 108,500 | $7.5M | 108,500 | 00.00% | Unchanged |
 CENTERPOINT ENERGY INC COMCNP |
| 0.44% | 0.02% | $8.0M | 181,074 | $303,544 | 7,033 | +174,041+2,474.63% | Add |
| SSABLE OFFSHORE CORP CLASS ASOC |
| 0.43% | 0.67% | $7.9M | 2.6M | $11.8M | 714,307 | +1.8M+257.73% | Add |
 CONOCOPHILLIPSCOP |
| 0.42% | 0.19% | $7.7M | 74,350 | $3.3M | 24,843 | +49,507+199.28% | Add |
| HHYLIION HOLDINGS CORP COMMON STOCKHYLN |
| 0.4% | 0.28% | $7.3M | 1.4M | $5.0M | 2.8M | -1.4M-50.48% | Reduce |
 PHILLIPS 66PSX |
| 0.4% | — | $7.3M | 43,113 | $0 | 0 | +43,113 | New Buy |
