| XX-ENERGY INCXE |
| 53.62% | — | $265.8M | 14.5M | $0 | 0 | +14.5M | New Buy |
 CONSTELLATION ENERGY CORPCEG |
| 11.43% | 28.49% | $56.6M | 228,040 | $70.7M | 253,000 | -24,960-9.87% | Reduce |
 VISTRA CORPVST |
| 9.47% | 22.13% | $46.9M | 295,956 | $54.9M | 365,000 | -69,044-18.92% | Reduce |
| AAmentum Holdings Inc. Ordinary SharesAMTM |
| 9.33% | 19.06% | $46.3M | 2.2M | $47.3M | 1.8M | +425,164+23.45% | Add |
 DUKE ENERGY CORP NEWDUK |
| 6.38% | — | $31.6M | 250,000 | $0 | 0 | +250,000 | New Buy |
| NNRG ENERGY INCNRG |
| 3.83% | — | $19.0M | 130,000 | $0 | 0 | +130,000 | New Buy |
 FLOWSERVE CORPFLS |
| 3.33% | — | $16.5M | 222,600 | $0 | 0 | +222,600 | New Buy |
| TTERRA INNOVATUM GLOBAL NVNKLR |
| 2.6% | 4.74% | $12.9M | 2.6M | $11.8M | 2.5M | +82,812+3.27% | Add |
