KM

Katharine MacGregorExec

Level II Department of The Interior ยท 2020-04 โ†’ 2025-08

Chamber
Executive branch
Agency
Department of The Interior
Party
โ€”
State
โ€”
Trades
23 (10 buys ยท 13 sells)
Estimated volume
$2.5M
Late filings
70% (16 of 23)
Median filing lag
46 days

Estimated portfolio

Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.

Headlines

Portfolio value
$1.3M
from $1.2M cost
Estimated gain
+$135K
Up 11%
Versus the S&P 500
-$136K
SPY would hold $1.5M
Positions
3
from 9 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
NEENextEra Energy, Inc.
2025-07-10$600K$602K+0%45%
2
VFIAXVanguard 500 Index Fund Admiral Shares (VFIAX) See Endnote
2025-07-18$350K$429K+22%32%
3
FXAIXFidelity 500 Index Fund (FXAIX) See Endnote
2025-07-18$240K$294K+23%22%

Trades that mattered most

100% of their result against the S&P 500 comes from 4 NEE buys.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1NEE
NextEra Energy, Inc.
2025-07-221.2y$100K-250K-1%-24%
2NEE
NextEra Energy, Inc.
2025-07-221.2y$100K-250K-1%-24%
3NEE
NextEra Energy, Inc.
2025-07-181.2y$100K-250K+1%-22%
4NEE
NextEra Energy, Inc.
2025-07-101.2y$50K-100K+3%-20%
5VFIAX
Vanguard 500 Index Fund Admiral Shares (VFIAX) See Endnote
2025-07-221.2y$100K-250K+22%-0%
6VFIAX
Vanguard 500 Index Fund Admiral Shares (VFIAX) See Endnote
2025-07-181.2y$100K-250K+23%-0%
7FXAIX
Fidelity 500 Index Fund (FXAIX) See Endnote
2025-07-181.2y$100K-250K+23%+0%
8FXAIX
Fidelity 500 Index Fund (FXAIX) See Endnote
2025-08-061.2y$15K-50K+22%+0%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1NEE94/50 of 4+0%+23%
2VFIAX22/00 of 2+22%+23%
3FXAIX33/02 of 3+23%+23%
4AAPL10/1โ€”โ€”โ€”
5NFLX10/1โ€”โ€”โ€”
6AMZN30/3โ€”โ€”โ€”
7VTIVX11/0โ€”โ€”โ€”
8XIFR10/1โ€”โ€”โ€”

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

23 of 23

AAPLApple, Inc.
2025-08-06 โ†’ 2025-09-06 ยท 31d
NFLXNetflix, Inc.
2025-08-06 โ†’ 2025-09-06 ยท 31d
FXAIXFidelity 500 Index Fund (FXAIX) See Endnote
2025-08-06 โ†’ 2025-09-06 ยท 31d
FXAIXFidelity 500 Index Fund (FXAIX) See Endnote
2025-08-01 โ†’ 2025-09-06 ยท 36d
AMZNAmazon.com, Inc.
2025-07-31 โ†’ 2025-09-06 ยท 37d
NEENextEra Energy, Inc. (NEE) (option strike price $75.38)
2025-07-22 โ†’ 2025-09-06 ยท 46d late
NEENextEra Energy, Inc.
2025-07-22 โ†’ 2025-09-06 ยท 46d late
NEENextEra Energy, Inc. (NEE) (option strike price $75.69)
2025-07-22 โ†’ 2025-09-06 ยท 46d late
NEENextEra Energy, Inc.
2025-07-22 โ†’ 2025-09-06 ยท 46d late
โ€”NextEra Energy Stock ESOP Units; Vested balance
2025-07-22 โ†’ 2025-09-06 ยท 46d late
VTIVXVanguard Target Retirement 2045 Fund Investor Class Shares
2025-07-22 โ†’ 2025-09-06 ยท 46d late
VFIAXVanguard 500 Index Fund Admiral Shares (VFIAX) See Endnote
2025-07-22 โ†’ 2025-09-06 ยท 46d late
NEENextEra Energy, Inc. (NEE) (option strike price $73.12)
2025-07-18 โ†’ 2025-09-06 ยท 50d late
NEENextEra Energy, Inc.
2025-07-18 โ†’ 2025-09-06 ยท 50d late
FXAIXFidelity 500 Index Fund (FXAIX) See Endnote
2025-07-18 โ†’ 2025-09-06 ยท 50d late
VFIAXVanguard 500 Index Fund Admiral Shares (VFIAX) See Endnote
2025-07-18 โ†’ 2025-09-06 ยท 50d late
NEENextEra Energy, Inc.
2025-07-14 โ†’ 2025-09-06 ยท 54d late
XIFRXPLR Infrastructure LP (XIFR - Formerly NextEra Energy Partners - NEP)
2025-07-11 โ†’ 2025-09-06 ยท 57d late
NEENextEra Energy, Inc. (NEE) (option strike price $57.27)
2025-07-10 โ†’ 2025-09-06 ยท 58d late
NEENextEra Energy, Inc.
2025-07-10 โ†’ 2025-09-06 ยท 58d late
AMZNAmazon.com, Inc.
2020-08-13 โ†’ 2020-09-12 ยท 30d
AMZNAmazon.com, Inc.
2020-06-29 โ†’ 2020-07-28 ยท 29d
โ€”Amazon Stock
See Endnote
2020-04-14 โ†’ 2020-06-11 ยท 58d late