Al Green

Committees

Service

Trading Style

• Sector Focus: 95% of trades are in Utilities.
• Concentrated Holdings: Top positions (NGL, ET, SPY) account for 100% of all trades, with NGL alone at 67%.
• Net Seller: 86% of transactions are sales, suggesting a portfolio wind-down or systematic profit-taking approach.
• Mid-to-Large Sizing: 49% of trades exceed $100K, with a median trade around $100K.
• Managed Accounts: 100% of trades occur within managed sub-accounts, suggesting professional financial management rather than direct trading.