2018 Investor Presentation

Institutional Ownership

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 197 309.09 54.17 127,395,354
Mutual Fund 115 82.98 9.49 19,125,238
Insider 14 24.37 3.42 8,041,887

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 98 103.28 18.53 43,570,617
Sellers 107 -45.04 5.09 -11,964,922
Net 58.24 13.44 31,605,695

Concentration

Value ($MM) % O/S Shares
Total Inst. 332.85 57.60 135,447,871
Top 10 Inst. 230.45 41.10 96,654,485
Top 20 Inst. 279.55 49.03 115,302,038
Top 50 Inst. 316.58 54.99 129,307,813

Style

Holders Value ($MM) % Inst Shares Shares
Growth 53 34.27 5.46 12,842,345
Aggressive Growth 1 0.56 0.10 236,618
Core Growth 39 11.94 2.12 4,981,197
Growth 13 21.77 3.24 7,624,530
Income 6 1.35 0.24 574,514
Income Value 3 1.34 0.24 569,473
Yield 3 0.01 -- 5,041
Index 26 211.80 37.64 88,505,811
Other 55 47.48 8.59 20,205,737
Broker Dealer 21 16.20 2.93 6,894,845
GARP 17 3.12 0.56 1,328,263
Hedge Fund 17 28.16 5.10 11,982,629
Specialty -- -- -- --
Value 19 11.09 1.91 4,484,396
Core Value 14 8.59 1.46 3,423,440
Deep Value 5 2.49 0.45 1,060,956

Location: Global Region

Holders % O/S Shares Share Value
North America 170 49.59 116,612,310 281,127,517
Europe 36 7.16 16,831,364 43,260,797
Asia / Pacific 5 0.85 2,004,197 8,457,022

Top Holders

Holder Shares Held % O/S Share Change Filing Date
State Street Global Advisors (US) 35,309,857 15.01 11,479,096 6/30/22
BlackRock Institutional Trust Company, N.A. 18,078,479 7.69 5,553,698 6/30/22
The Vanguard Group, Inc. 11,015,977 4.68 307,990 6/30/22
BlackRock Asset Management Ireland Limited 5,974,623 2.54 5,833,191 6/30/22
BlackRock Advisors (UK) Limited 5,619,448 2.39 -377,358 7/31/22
Sabby Management, LLC 5,486,831 2.33 5,486,831 6/30/22
Invesco Capital Management LLC 5,056,748 2.15 1,272,777 6/30/22
Geode Capital Management, L.L.C. 3,536,738 1.50 24,047 6/30/22
Rafferty Asset Management LLC 3,461,757 1.47 1,834,887 6/30/22
Millennium Management LLC 3,114,027 1.32 2,900,744 6/30/22

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
SPDR S&P Oil & Gas Exploration & Production ETF 30,381,309 12.92 -988,861 7/31/22
Vanguard Total Stock Market Index Fund 5,623,822 2.39 -- 6/30/22
iShares Global Clean Energy UCITS ETF 5,483,053 2.33 -377,782 7/31/22
iShares Global Clean Energy ETF 4,616,466 1.96 -420,569 7/31/22
iShares Russell 2000 ETF 4,470,089 1.90 -263,197 7/31/22
Invesco WilderHill Clean Energy ETF 4,395,317 1.87 1,418,474 6/30/22
Direxion Daily S&P Oil & Gas Exp & Prod Bl 2X Shs 2,899,798 1.23 -561,959 7/31/22
Vanguard Extended Market Index Fund 2,699,322 1.15 36,252 6/30/22
iShares Russell 2000 Value ETF 2,038,261 0.87 -24,720 7/31/22
Argenta Fund Responsible Utilities 1,971,398 0.84 388,790 6/30/22

* Insider values reflect direct beneficial ownership.

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