Brook Reef

Buying EVGO @ $11.20 1% position EVGO is an EV charging company. They expect pretty massive growth as folks continue to replace their ICE vehicles with EVs. They see partnering with utilities and and taking risk utilities don't want or can't take as their calling card. A partnership approach where both sides win. Think of all the branded gas stations on the interstate system. EVGO plans to be one of the big EV charging stations. So I'll buy a lotto ticket on a company that has high hopes.

Selling CMS @ $62.91 - Realized gain of $1.44 (2.34%) Selling EVRG @ $66.09 - Realized gain of $2.92 (4.62%) Pushing out a few sales today with the S&P basically at ALL-TIME HIGHS.  I am holding my renewables positions as core holdings - and OGE & EIX as my best idea utilities. So taking these profits and ready for my next idea.