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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 92 | $619M | +$70.7M | -$83.2M | -$12.5M | NVDA, ANET, XEL, CEG, CRWD | 13F-HR | 11/14/2025, 04:34 PM |
| Q2 2025 | 99 | $591M | +$216M | -$208M | +$8.68M | NVDA, CEG, NFLX, CRWD, CAH | 13F-HR | 8/8/2025, 07:47 AM |
| Q1 2025 | 101 | $536M | +$226M | -$223M | +$2.46M | NVDA, EXC, AWK, CMS, AEE | 13F-HR | 5/14/2025, 03:34 PM |
| Q4 2024 | 108 | $547M | +$199M | -$175M | +$24.7M | NVDA, ETR, ANET, XEL, NFLX | 13F-HR | 2/14/2025, 09:02 AM |
| Q3 2024 | 103 | $531M | +$227M | -$214M | +$13.7M | NVDA, MSFT, CEG, CHDN, ANET | 13F-HR | 11/8/2024, 06:38 PM |
| Q2 2024 | 104 | $498M | +$218M | -$201M | +$17.1M | NVDA, PODD, MSFT, PDD, ANET | Restatement | 8/15/2024, 12:05 PM |
| Q1 2024 | 108 | $490M | +$139M | -$127M | +$12.2M | NVDA, ANET, BYD, NRG, SPOT | 13F-HR | 5/22/2024, 03:14 PM |
| Q4 2023 | 119 | $446M | +$156M | -$147M | +$9.79M | NRG, ANET, LULU, VRTX, MAR | 13F-HR | 2/5/2024, 04:37 PM |
| Q3 2023 | 121 | $392M | +$67.2M | -$75.1M | -$7.95M | HUM, URI, ANET, NRG, AFL | 13F-HR | 11/2/2023, 12:32 PM |
| Q2 2023 | 130 | $411M | +$134M | -$131M | +$3.88M | URI, HUM, NRG, NEE, AES | 13F-HR | 8/9/2023, 07:29 PM |
| Q1 2023 | 139 | $407M | +$110M | -$156M | -$45.5M | A, AES, AEE, NEE, AY | 13F-HR | 5/3/2023, 01:22 PM |
| Q4 2022 | 202 | $445M | +$218M | -$258M | -$40.5M | A, AES, NEE, AEE, NI | 13F-HR | 2/7/2023, 07:35 PM |
| Q3 2022 | 224 | $462M | +$111M | -$97.3M | +$13.9M | AAPL, NEE, VST, NI, AES | 13F-HR | 11/10/2022, 06:49 PM |
| Q2 2022 | 229 | $470M | +$173M | -$83M | +$90.2M | MSFT, AAPL, VST, NI, NVDA | 13F-HR | 7/28/2022, 07:22 PM |
| Q1 2022 | 149 | $444M | +$211M | -$158M | +$54M | MSFT, NVDA, AAPL, NI, NEE | 13F-HR | 5/2/2022, 10:54 AM |
| Q4 2021 | 86 | $400M | +$112M | -$103M | +$8.84M | NVDA, MSFT, NEE, NI, STZ | 13F-HR | 2/4/2022, 07:07 PM |
| Q3 2021 | 86 | $359M | +$111M | -$101M | +$10.7M | NVDA, MSFT, META, NEE, NI | 13F-HR | 10/22/2021, 01:24 PM |
| Q2 2021 | 320 | $362M | +$122M | -$101M | +$21M | NVDA, MSFT, META, AES, OMI | 13F-HR | 7/28/2021, 06:34 PM |
| Q1 2021 | 69 | $325M | +$325M | $0 | +$325M | AES, NEE, NVDA, MSFT, ABT | 13F-HR | 5/10/2021, 10:31 AM |
| Q4 2020 | 0 | $0 | $0 | -$276M | -$276M | 13F-HR | 2/8/2021, 02:10 PM | |
| Q3 2020 | 310 | $276M | +$94.1M | -$81M | +$13.1M | ZM, EW, NEE, NVDA, LULU | 13F-HR | 11/12/2020, 09:38 AM |
| Q2 2020 | 50 | $244M | +$32.2M | -$5.81M | +$26.4M | EW, LULU, AWK, NEE, DXCM | 13F-HR | 8/12/2020, 06:20 PM |
| Q1 2020 | 52 | $185M | +$87.2M | -$130M | -$42.3M | EW, NEE, AWK, SRE, AQN | 13F-HR | 5/14/2020, 11:39 AM |
| Q4 2019 | 69 | $244M | +$54.9M | -$56.2M | -$1.29M | EW, NEE, AES, AWK, SRE | 13F-HR | 1/27/2020, 10:11 AM |
| Q3 2019 | 65 | $228M | +$49.2M | -$48.6M | +$652K | EW, NEE, AWK, SRE, AQN | 13F-HR | 12/2/2019, 12:16 PM |
| Q2 2019 | 61 | $225M | +$71.2M | -$59.2M | +$12M | EW, ILMN, AWK, NEE, POR | 13F-HR | 11/27/2019, 02:11 PM |
| Q1 2019 | 64 | $207M | +$92.8M | -$86.2M | +$6.58M | EW, NEE, EXC, AWK, EE | 13F-HR | 11/27/2019, 02:07 PM |
| Q4 2018 | 69 | $184M | $0 | $0 | EW, NEE, ILMN, AES, AEP | 13F-HR | 11/27/2019, 02:04 PM |