| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 EVERGY INC COMEVRG | 77.24% | 67.58% | $229.7M | 2.7M | $217.7M | 2.7M | 00.00% | Unchanged | |
| NNRG ENERGY INCNRG | 16.81% | 15.53% | $50.0M | 342,250 | $50.0M | 342,250 | 00.00% | Unchanged | |
| 55E ADVANCED MATERIALS INCFEAM | 5.67% | 5.27% | $16.9M | 12.1M | $17.0M | 12.1M | 00.00% | Unchanged | |
| VVERDE CLEAN FUELS INC CLASS A COMVGAS | 0.27% | 0.42% | $816,000 | 800,000 | $1.4M | 800,000 | 00.00% | Unchanged |
