Katharine MacGregor

Executive

Trades

9 buy / 9 sell

Buy Win Rate

N/A

Mostly non-equity

Avg. Buy Return

N/A

Mostly non-equity

vs S&P 500

N/A

Mostly non-equity

Trading Performance

This member primarily trades bonds, funds, or other non-equity instruments that lack public price data for scoring.

Smart Money ConvergenceView all

Stocks Katharine traded that have confirmed institutional signals

NEENEXTERA ENERGY INC

Bought46

4/4 signalsMixed

AMZNAMAZON COM INC

Sold44

4/4 signalsMixed

NFLXNETFLIX INC.

Sold44

4/4 signalsMixed

AAPLAPPLE INC

Sold42

4/4 signalsMixed

Trade History

18 trades disclosed

All members

AAPL

Apple, Inc. (AAPL)

Type:

Sell

Date

Aug 6, 2025

NFLX

Netflix, Inc. (NFLX)

Type:

Sell

Date

Aug 6, 2025

FXAIX

Fidelity 500 Index Fund (FXAIX)

Type:

Buy

Date

Aug 6, 2025

FXAIX

Fidelity 500 Index Fund (FXAIX)

Type:

Buy

Date

Aug 1, 2025

AMZN

Amazon.com, Inc. (AMZN)

Type:

Sell

Date

Jul 31, 2025

NEE

NextEra Energy, Inc. (NEE) (option strike price .38)

Type:

Buy

Date

Jul 22, 2025

NEE

NextEra Energy, Inc. (NEE)

Type:

Sell

Date

Jul 22, 2025

NEE

NextEra Energy Stock ESOP Units; Vested balance

Type:

Sell

Date

Jul 22, 2025

VTIVX

Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)

Type:

Buy

Date

Jul 22, 2025

VFIAX

Vanguard 500 Index Fund Admiral Shares (VFIAX)

Type:

Buy

Date

Jul 22, 2025

NEE

NextEra Energy, Inc. (NEE) (option strike price .12)

Type:

Buy

Date

Jul 18, 2025

NEE

NextEra Energy, Inc. (NEE)

Type:

Sell

Date

Jul 18, 2025

FXAIX

Fidelity 500 Index Fund (FXAIX)

Type:

Buy

Date

Jul 18, 2025

VFIAX

Vanguard 500 Index Fund Admiral Shares (VFIAX)

Type:

Buy

Date

Jul 18, 2025

NEE

NextEra Energy, Inc. (NEE)

Type:

Sell

Date

Jul 14, 2025

XPLR Infrastructure LP (XIFR - Formerly NextEra Energy Partners - NEP)

Type:

Sell

Date

Jul 11, 2025

NEE

NextEra Energy, Inc. (NEE) (option strike price .27)

Type:

Buy

Date

Jul 10, 2025

NEE

NextEra Energy, Inc. (NEE)

Type:

Sell

Date

Jul 10, 2025

Date	Ticker	Type	Amount Range	Disclosure Delay
Aug 6, 2025	AAPL Apple, Inc. (AAPL)	Sell	$1k - $15k	Same dayFiling
Aug 6, 2025	NFLX Netflix, Inc. (NFLX)	Sell	$15k - $50k	Same dayFiling
Aug 6, 2025	FXAIX Fidelity 500 Index Fund (FXAIX)	Buy	$15k - $50k	Same dayFiling
Aug 1, 2025	FXAIX Fidelity 500 Index Fund (FXAIX)	Buy	$15k - $50k	Same dayFiling
Jul 31, 2025	AMZN Amazon.com, Inc. (AMZN)	Sell	$15k - $50k	Same dayFiling
Jul 22, 2025	NEE NextEra Energy, Inc. (NEE) (option strike price .38)	Buy	$100k - $250k	Same dayFiling
Jul 22, 2025	NEE NextEra Energy, Inc. (NEE)	Sell	$100k - $250k	Same dayFiling
Jul 22, 2025	NEE NextEra Energy Stock ESOP Units; Vested balance	Sell	$50k - $100k	Same dayFiling
Jul 22, 2025	VTIVX Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)	Buy	$50k - $100k	Same dayFiling
Jul 22, 2025	VFIAX Vanguard 500 Index Fund Admiral Shares (VFIAX)	Buy	$100k - $250k	Same dayFiling
Jul 18, 2025	NEE NextEra Energy, Inc. (NEE) (option strike price .12)	Buy	$100k - $250k	Same dayFiling
Jul 18, 2025	NEE NextEra Energy, Inc. (NEE)	Sell	$100k - $250k	Same dayFiling
Jul 18, 2025	FXAIX Fidelity 500 Index Fund (FXAIX)	Buy	$100k - $250k	Same dayFiling
Jul 18, 2025	VFIAX Vanguard 500 Index Fund Admiral Shares (VFIAX)	Buy	$100k - $250k	Same dayFiling
Jul 14, 2025	NEE NextEra Energy, Inc. (NEE)	Sell	$250k - $500k	Same dayFiling
Jul 11, 2025	XPLR Infrastructure LP (XIFR - Formerly NextEra Energy Partners - NEP)	Sell	$1k - $15k	Same dayFiling
Jul 10, 2025	NEE NextEra Energy, Inc. (NEE) (option strike price .27)	Buy	$50k - $100k	Same dayFiling
Jul 10, 2025	NEE NextEra Energy, Inc. (NEE)	Sell	$100k - $250k	Same dayFiling

Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.

Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer