| NEP |
NextEra Energy Partners |
Utilities |
Utilities - Renewable |
14% |
Quarterly |
(Feb, May, Aug, Nov) - 1st wk |
(Feb, May, Aug, Nov) - 2nd wk except May - 3rd wk |
3.67% (2021)- 18.57% (2023) |
10 years |
**IBKR, Etoro** |
|
20B |
8.27K |
1.4M |
| HTGC |
Hercules Capital |
Financial Services |
Asset Management |
8.26% |
Quarterly |
(Feb - 4th wk/Mar - 1st wk, May - 2nd/3rd wk, Aug - 2nd/3rd wk, Nov - 2nd wk) - |
(Mar - 1st/2nd wk, May - 3rd/4th wk, Aug - 3rd/4th wk, Nov - 3rd/4th wk) - |
34.43% (2020) - 9.1% (2024) |
2 years |
**IBKR, Etoro** |
91.87% |
4.91B |
635K |
1.07M |
| ET |
Energy Transfer LP |
Energy |
Oil & Gas Midstream |
7.82% |
Quarterly |
(Feb - 1st wk, May - 1st/2nd wk, Aug - 1st/2nd wk, Oct - 4th wk/Nov - 1st wk) |
(Feb, May, Aug, Nov) - 3rd/4th wk |
36.12% (2020) - 6.9% (2021) |
4 years |
**IBKR, Etoro** |
|
125B |
13K |
15.7M |
| F |
Ford Motor Company |
Consumer Cyclical |
Auto Manufacturers |
7.3% |
Quarterly |
(Feb - 2nd wk, Apr - 4th wk, Jul - 4th wk/Aug - 1st/2nd wk, Oct - 5th wk/Nov 2nd wk) |
(Mar, Jun, Sep, Dec) - 1st wk |
0.56% (2021)- 13.72% (2023) |
4 months |
**IBKR, Etoro** |
47.56% |
7.9B |
34M |
58M |
| EPD |
Enterprise Products Partners |
Energy |
Oil & Gas Midstream |
6.94% |
Quarterly |
(Jan, Apr, Jul, Oct) - 4th/5th wk |
(Feb, May, Aug, Nov) - 2nd wk |
20.57% (2020) - 6.89% (2024) |
Over 16 years |
**IBKR, Etoro** |
78.32% |
95B |
3.28M |
4.24M |
| T |
AT&T |
Communication Services |
Telecom Services |
5.13% |
Quarterly |
(Jan - 2nd wk) , Apr, Jul, Oct) - 1st wk |
(Feb, May, Aug, Nov) - 1st wk, 1st or 2nd day |
14.83% (2021) - 5.16% (2024) |
2 years |
**IBKR, Etoro** |
48.17% |
159B |
53M |
35M |
| YUM |
Yum! Brands |
Consumer Cyclical |
Restaurants |
1.94% |
Quarterly |
(Feb - 3rd wk, May - 4th wk, Aug - 4th wk, Nov - 4th wk) |
(Mar, Jun, Sep, Dec) - 2nd wk |
3.6% (2020) - 1.51% (2021) |
8 years |
**IBKR, Etoro** |
48.48% |
47B |
1.93M |
2.04M |
| LPG |
Dorian LPG Ltd. |
Energy |
Oil & Gas Midstream |
11.3% |
Quarterly |
(Feb - 1st/2nd wk, May - 1st wk, Aug - 2nd wk, Oct - 3rd wk, Nov -1st wk) |
(Feb - 4th wk, May - 4th/5th wk, Sep - 1st wk, Nov - 1st wk/ Dec 1st wk) |
79.62% (2022) - 8.03% (2024) |
2 years |
IBKR |
52.36% |
1.9B |
438K |
560K |
| HESM |
Hess Midstream LP |
Energy |
Oil & Gas Midstream |
7.49% |
Quarterly |
(Feb, May, Aug, Nov) - 1st wk |
(Feb, May, Aug, Nov) - 2nd wk |
3.83% (2017) - 40.18% (2020) |
7 years |
**IBKR, Etoro** |
|
11B |
5.5M |
782K |
| CNQ |
Canadian Natural Resources Limited |
Energy |
Oil & Gas E&P |
4.49% |
Quarterly |
(Preceding Dec, Mar, Jun, Sep) - 2nd/3rd wk |
(Jan, Apr, Jul, Oct) - 1st wk |
3.26% (2017) - 21.20% (2020) |
8 days |
**IBKR, Etoro** |
64.44% |
124B |
4M |
4.8M |
| OBDC |
Blue Owl Capital Corporation |
Financial Services |
Credit Services |
9.66% |
Quarterly - Main, Preceding month minute payment |
(Preceding Dec, Mar, Jun, Sep) - 3rd/4th wk |
(Jan, Apr, Jul, Oct) - 2nd/3rd wk |
9.79% (2019) - 31.05% (2020) |
22 days |
**IBKR, Etoro** |
87.95% |
13.1B |
1.42M |
2.07M |
| XRX |
Xerox Holdings Corporation |
Technology |
Information Technology Services |
9.25% |
|
|
|
|
|
**IBKR, Etoro** |
|
|
|
|
| IBM |
International Business Machines Corporation |
Technology |
Information Technology Services |
3.12% |
|
|
|
|
|
**IBKR, Etoro** |
|
|
|
|
| SCM |
Stellus Capital Investment Corporation |
Financial Services |
Asset Management |
11.68% |
|
|
|
|
|
**IBKR, Etoro** |
|
|
|
|
| PFLT |
PennantPark Floating Rate Capital Ltd |
Financial Services |
Asset Management |
10.64% |
|
|
|
|
|
IBKR |
|
|
|
|
| FTCO |
Fortitude Gold Corporation |
Basic Materials |
Gold |
9.45% |
|
|
|
|
|
IBKR |
|
|
|
|
| MPLX |
MPLX LP |
Energy |
Oil & Gas Midstream |
7.7% |
|
|
|
|
|
**IBKR, Etoro** |
|
|
|
|
| WBA |
Walgreens Boots Alliance |
Healthcare |
Pharmaceutical Retailers |
11.12% |
|
|
|
|
|
**IBKR, Etoro** |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|