| SSTATE STR SPDR S&P 500 ETF TSPY |
| 28.41% | 20.5% | $1.44B | 1.9M | $656.8M | 1.0M | +920,000+91.09% | Add |
| IISHARES TRTLT |
| 3% | — | $152.1M | 1.8M | $0 | 0 | +1.8M | New Buy |
 FIRST SOLAR INC COMFSLR |
| 2.96% | — | $150.4M | 637,379 | $0 | 0 | +637,379 | New Buy |
 NATIONAL FUEL GAS CONFG |
| 2.83% | 3.06% | $143.6M | 1.9M | $98.0M | 1.0M | +816,346+78.25% | Add |
 VISTRA CORPVST |
| 1.78% | 2.12% | $90.5M | 570,483 | $67.9M | 451,591 | +118,892+26.33% | Add |
 DEVON ENERGY CORP NEWDVN |
| 1.71% | — | $86.9M | 2.1M | $0 | 0 | +2.1M | New Buy |
 NISOURCE INC COMNI |
| 1.64% | 1.81% | $83.2M | 1.7M | $58.0M | 1.2M | +506,936+40.79% | Add |
| OOVINTIV INC COMOVV |
| 1.6% | 2.03% | $81.1M | 1.5M | $65.1M | 1.1M | +444,037+40.49% | Add |
 WILLIAMS COS INCWMB |
| 1.59% | 1.09% | $80.9M | 1.1M | $35.0M | 481,181 | +607,368+126.22% | Add |
| BBKV CORPBKV |
| 1.49% | 1.82% | $75.8M | 2.8M | $58.2M | 2.0M | +728,364+35.70% | Add |
| TTALEN ENERGY CORPTLN |
| 1.47% | 0.79% | $74.4M | 193,647 | $25.3M | 79,156 | +114,491+144.64% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.44% | — | $73.3M | 250,000 | $0 | 0 | +250,000 | New Buy |
| CCENOVUS ENERGY INC COMCVE |
| 1.41% | 2.37% | $71.7M | 2.9M | $75.9M | 2.9M | +31,490+1.10% | Add |
 ENTERGY CORP NEWETR |
| 1.39% | 1.37% | $70.7M | 615,956 | $43.8M | 389,560 | +226,396+58.12% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 1.34% | — | $68.0M | 1.5M | $0 | 0 | +1.5M | New Buy |
 ONEOK INC NEWOKE |
| 1.29% | — | $65.2M | 750,000 | $0 | 0 | +750,000 | New Buy |
| MMASTEC INCMTZ |
| 1.23% | — | $62.4M | 150,000 | $0 | 0 | +150,000 | New Buy |
| PPERMIAN RESOURCES CORPPR |
| 1.22% | 2.01% | $62.0M | 3.4M | $64.4M | 3.0M | +344,879+11.41% | Add |
 PUBLIC SVC ENTERPRISE GROUP COMPEG |
| 1.13% | 1.68% | $57.3M | 706,023 | $53.9M | 665,768 | +40,255+6.05% | Add |
 DUKE ENERGY CORP NEWDUK |
| 1.12% | 1.38% | $56.9M | 449,340 | $44.2M | 337,728 | +111,612+33.05% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 1.11% | — | $56.4M | 412,431 | $0 | 0 | +412,431 | New Buy |
| FFORGENT POWER SOLUTIONS INCFPS |
| 1.1% | 0.37% | $55.9M | 1.0M | $11.7M | 400,000 | +600,000+150.00% | Add |
| LLEGENCE CORPLGN |
| 1.05% | — | $53.5M | 627,256 | $0 | 0 | +627,256 | New Buy |
| HH2O AMERICA COMHTO |
| 1.02% | 1.64% | $51.8M | 851,846 | $52.5M | 895,435 | -43,589-4.87% | Reduce |
| KKINETIK HOLDINGS INCKNTK |
| 0.95% | — | $48.4M | 1.0M | $0 | 0 | +1.0M | New Buy |
 DTE ENERGY CO COMDTE |
| 0.89% | 1.17% | $45.4M | 297,977 | $37.4M | 255,555 | +42,422+16.60% | Add |
| HHF SINCLAIR CORPDINO |
| 0.88% | 0.01% | $44.6M | 639,708 | $416,828 | 6,681 | +633,027+9,475.03% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.86% | — | $43.9M | 500,000 | $0 | 0 | +500,000 | New Buy |
 AMERICAN WTR WKS CO INC NEWAWK |
| 0.86% | 3.47% | $43.9M | 333,442 | $111.3M | 817,899 | -484,457-59.23% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 0.86% | — | $43.5M | 691,546 | $0 | 0 | +691,546 | New Buy |
 CSX CORPCSX |
| 0.85% | 3.01% | $43.2M | 908,799 | $96.6M | 2.4M | -1.4M-61.37% | Reduce |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.83% | — | $41.9M | 277,234 | $0 | 0 | +277,234 | New Buy |
 ANTERO RESOURCES CORPAR |
| 0.82% | — | $41.6M | 1.2M | $0 | 0 | +1.2M | New Buy |
 NEBIUS GROUP N VNBIS |
| 0.8% | — | $40.5M | 146,543 | $0 | 0 | +146,543 | New Buy |
| RREGAL REXNORD CORPORATION COMRRX |
| 0.77% | — | $38.9M | 163,233 | $0 | 0 | +163,233 | New Buy |
 CHENIERE ENERGY INCLNG |
| 0.75% | — | $38.3M | 160,123 | $0 | 0 | +160,123 | New Buy |
 DT MIDSTREAM INC COMMON STOCKDTM |
| 0.75% | 0.79% | $37.9M | 258,344 | $25.2M | 187,062 | +71,282+38.11% | Add |
| HHUT 8 CORPHUT |
| 0.75% | 1.33% | $37.9M | 328,319 | $42.5M | 906,316 | -577,997-63.77% | Reduce |
 EQT CORPEQT |
| 0.74% | 0.92% | $37.7M | 709,535 | $29.3M | 461,022 | +248,513+53.90% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 0.74% | — | $37.6M | 119,479 | $0 | 0 | +119,479 | New Buy |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 0.73% | — | $37.1M | 495,223 | $0 | 0 | +495,223 | New Buy |
 TARGA RES CORPTRGP |
| 0.73% | 1.02% | $36.8M | 137,392 | $32.8M | 130,822 | +6,570+5.02% | Add |
| PPRIMORIS SVCS CORPPRIM |
| 0.72% | — | $36.4M | 366,972 | $0 | 0 | +366,972 | New Buy |
| AATI INCATI |
| 0.7% | — | $35.5M | 180,204 | $0 | 0 | +180,204 | New Buy |
 CUMMINS INCCMI |
| 0.69% | — | $34.9M | 48,996 | $0 | 0 | +48,996 | New Buy |
 BP PLC SPONSORED ADRBP |
| 0.69% | 1.39% | $34.8M | 942,850 | $44.6M | 948,265 | -5,415-0.57% | Reduce |
 BLACK HILLS CORPBKH |
| 0.67% | 0.53% | $34.1M | 458,430 | $17.1M | 246,649 | +211,781+85.86% | Add |
 PLAINS GP HLDGS L PPAGP |
| 0.65% | 0.59% | $32.9M | 1.4M | $18.9M | 777,953 | +576,717+74.13% | Add |
| AAMEREN CORP COMDHS |
| 0.63% | 1.38% | $32.1M | 284,065 | $44.3M | 402,897 | -118,832-29.49% | Reduce |
| DDPC HOLDINGS PLCDPC |
| 0.59% | — | $30.0M | 619,542 | $0 | 0 | +619,542 | New Buy |
