S&P 500 Energy Sector SEC Filings — May 06, 2026

06-05-2026

Papa John's International, Inc. held its Annual Meeting of Stockholders on April 30, 2026, with 33,765,517 shares eligible to vote. Shareholders elected all eight director nominees with strong support (FOR votes between 20.4 million and 21.9 million), ratified Ernst & Young LLP as independent auditors (26.6 million FOR), and approved executive compensation on an advisory basis (18.8 million FOR). However, proposals to remove supermajority voting provisions, reduce special meeting ownership thresholds, and a stockholder proposal on special meetings all failed despite significant FOR votes in some cases.

• ·Supermajority voting removal proposal: 21,179,588 FOR, 899,339 AGAINST, 26,156 ABSTAIN (did not approve)
• ·Special meeting ownership threshold reduction: 20,526,171 FOR, 1,549,430 AGAINST, 29,482 ABSTAIN (did not approve)
• ·Stockholder proposal on special meeting threshold: 10,889,212 FOR, 11,070,599 AGAINST, 145,272 ABSTAIN (not approved)
• ·Auditors ratification: 26,645,289 FOR, 96,489 AGAINST, 57,393 ABSTAIN, no broker non-votes

06-05-2026

HughesLittle Investment Management Ltd. filed its 13F-HR report on May 6, 2026, for the quarter ended March 31, 2026, disclosing 14 equity positions with a total market value of $510815515. Key holdings include Brookfield Corp CL A LTD VT SH (1,541,385 shares valued at $62334365), Uber Technologies Inc (730,133 shares valued at $52518467), and Schwab Charles Corp (703,529 shares valued at $66117655). All positions are held with sole voting authority.

• ·Report filed as of May 6, 2026; period end March 31, 2026
• ·All 14 positions held with sole discretionary voting authority
• ·Firm located at 19 710-688 West Hastings Street, Vancouver, British Columbia, Canada V6B 1P1

06-05-2026

Devon Energy reported Q1 2026 net earnings attributable to Devon of $120 million, a 76% YoY decline from $494 million, driven by lower oil, gas, and NGL sales of $2,977 million (down 5% YoY) with gas sales dropping 34% to $205 million and NGL sales falling 13% to $349 million, alongside higher derivative losses of $701 million. Total revenues decreased 14% YoY to $3,807 million, though marketing and midstream revenues rose 8% to $1,531 million and no asset impairments were recorded compared to $254 million in Q1 2025. Operating cash flow was $1,655 million (down 15% YoY), while cash and equivalents increased to $1,815 million from $1,434 million at year-end.

• ·Capital expenditures decreased 10% YoY to $839 million.
• ·Long-term debt stable at $7,387 million as of March 31, 2026.
• ·Stockholders' equity slightly down to $15,428 million from $15,528 million at December 31, 2025.
• ·Acquisitions of property and equipment: $190 million in Q1 2026 vs $8 million in Q1 2025.

06-05-2026

For Q1 2026, COPT Defense Properties reported total revenues of $200,637 (up 6.8% YoY from $187,856), driven by lease revenue growth of 10.1% to $192,971, while net income increased 10.8% to $40,139 and operating cash flow surged 33.8% to $96,414. However, other property revenue declined 29.0% to $1,625, construction contract revenues fell 41.1% to $6,041, property operating expenses rose 13.1% to $81,435, and interest expense increased 16.9% to $23,996, contributing to a sharp drop in cash equivalents to $28,580 from $274,986.

• ·Operating properties, net decreased slightly to $3,494,556 from $3,500,087.
• ·Total liabilities decreased to $2,867,138 from $3,114,115, driven by debt reduction.
• ·Net cash used in investing activities was $82,300 (vs $69,546 YoY), primarily for development.
• ·Net cash used in financing activities was $260,171, including $400,000 unsecured senior notes repayment.

06-05-2026

Chesapeake Utilities Corporation reported Q1 2026 net income of $59.3 million ($2.47 diluted EPS), up 16.5% and 11.8% YoY from $50.9 million ($2.21 EPS), with adjusted gross margin increasing 13.0% to $206.2 million driven by regulatory initiatives ($4.1M), infrastructure programs ($5.5M), transmission expansions ($6.9M), and colder weather. However, consolidated other operating expenses rose 18.6% to $75.9 million due to higher payroll, benefits, maintenance, and facilities costs, while regulated energy other operating expenses surged 24.6%. The company invested $121.9 million in capital during the quarter and reaffirmed 2026 capex guidance of $450-500 million, 2024-2028 capex of $1.5-1.8 billion, and 2028 EPS of $7.75-8.00.

• ·Florida City Gas filed a petition in April 2026 for a general rate base increase pending Florida PSC approval.
• ·Beth Cooper announced retirement after 36 years, effective post-July 1, 2026; Jeff Sylvester to assume CFO role.
• ·Conference call scheduled for May 7, 2026, at 8:30 a.m. ET.

06-05-2026

APA Corporation reported Q1 2026 net income attributable to common stock of $446 million ($1.26 per diluted share) and adjusted EBITDAX of $1.6 billion, with net cash provided by operating activities at $554 million and free cash flow of $477 million; U.S. oil production averaged 124,000 barrels per day, exceeding guidance and prompting a raise in full-year U.S. oil outlook to 122,000 barrels per day. The company repaid $634 million in near-term bond maturities through April 2026, supporting over $60 million lower interest expense for the year, and progressed toward $450 million in cumulative cost savings by year-end. However, total reported production declined 6% YoY to 442,000 BOE per day and 4% QoQ, adjusted production fell 9% YoY, and total revenues decreased to $2,327 million from $2,636 million in Q1 2025.

• ·Egypt adjusted production averaged 71,000 BOE per day, down 7% QoQ due to PSC impacts from higher oil prices.
• ·Full-year 2026 Egypt gross gas production guidance reaffirmed at 540-550 MMCF per day.
• ·Q2 2026 upstream capital investment projected at $575 million.
• ·Common stock dividend declared at $0.25 per share.

06-05-2026

Dorchester Minerals, L.P. reported first quarter 2026 net income of $29,137,000 or $0.59 per common unit, a significant increase from $17,642,000 or $0.36 per common unit in Q1 2025. Operating revenues rose 36% YoY to $58,875,000 from $43,164,000. No declines were noted across key metrics.

• ·First quarter distribution of $0.475036 per common unit payable on May 14, 2026 to unitholders of record as of May 4, 2026.
• ·Cash distributions are not comparable to net earnings due to timing and other differences including depletion.
• ·Owner of producing and non-producing crude oil and natural gas mineral, royalty, overriding royalty, net profits, and leasehold interests.

06-05-2026

Hallador Energy reported Q1 2026 total revenue of $101.8 million, down 13.5% YoY from $117.7 million, driven by lower electric sales of $65.1 million (down 24.2%) due to availability constraints at Merom, partially offset by higher coal sales of $35.1 million (up 16.2%); net loss was $9.3 million versus $10.0 million net income prior year, with Adjusted EBITDA of $5.5 million down from $19.3 million. Positively, the company signed a 12-year capacity agreement on May 1 for 2028-2040 expected to generate over $1 billion in revenue at more than 2x historical pricing, nearly doubling its forward sales book together with a prior three-year deal to ~$1.1 billion. Operating cash flow was $20.5 million (down from $38.4 million), with no bank debt outstanding and liquidity of $97.5 million.

• ·Capacity agreement covers ~2/3rds of accredited capacity from 2029-2040, priced >2x historical at fixed rate for all 12 years, capacity-only (no energy), subject to H2 2026 regulatory approvals.
• ·As of March 31, 2026, forward contracted accredited capacity revenue through 2029: $221.80M; energy: $349.44M; total capacity & energy: $571.24M; 3rd party coal: $288.38M.
• ·Average daily contracted accredited capacity: 781 MW (2026), 782 MW (2027), 668 MW (2028), 340 MW (2029).
• ·Capital expenditures $7.7M in Q1 2026 vs $11.7M prior year.

06-05-2026

Williams-Sonoma, Inc. filed a DEFA14A on May 06, 2026, providing definitive additional proxy materials. The notice highlights the SEC's 2007 voluntary rule for internet-based delivery of proxy materials to reduce mailing, printing, and storage costs while minimizing environmental impact. Shareholders are directed to access proxy materials (including proxy card, annual report, and proxy statement) online or request paper copies via phone, email, or internet.

06-05-2026

ONEOK, Inc. issued definitive additional proxy materials (DEFA14A) on May 6, 2026, reminding shareholders who have not yet voted to do so ahead of the virtual Annual Meeting on May 20, 2026, at 9:00 a.m. CDT. The Board of Directors, chaired by Julie H. Edwards, recommends voting FOR all nominees for director in Proposal 1 and FOR Proposals 2 and 3, with instructions provided for internet, telephone, or mail voting. No financial performance data or changes are disclosed in this filing.

• ·Meeting held virtually; brokerage firms cannot vote shares on several proposals without instructions.
• ·Latest dated proxy card or Voting Instruction Form supersedes prior ones.
• ·Company address: 100 West Fifth Street, Tulsa, OK 74103; website: www.oneok.com

06-05-2026

Westchester Capital Management, Inc. filed its 13F-HR on May 6, 2026, reporting 45 equity positions with a total market value of $496,531,004 as of March 31, 2026. The diversified portfolio features top holdings including Caterpillar, Inc. ($41,701,373), Apple, Inc. ($39,766,826), and Wal-Mart, Inc. ($31,241,506), spanning technology, consumer, financials, and ETFs, all under sole voting authority. No changes in holdings (0 reported) or performance metrics were disclosed.

• ·Filing period end date: 2026-03-31
• ·All 45 positions held with sole shared discretion and sole voting authority
• ·Largest share counts: Wal-Mart, Inc. (251,380 shares), Cisco Systems, Inc. (251,486 shares), Pfizer, Inc. (281,628 shares)

06-05-2026

Copeland Capital Management, LLC filed its quarterly Form 13F-HR on May 6, 2026, disclosing holdings as of March 31, 2026, in 437 securities primarily consisting of common stocks and ADRs. The portfolio includes significant positions such as Taiwan Semiconductor Mfg Ltd Sponsored ADR (value 7466859, 22094 shares sole), AAON Inc (value 52895762, 639223 shares sole), and Clear Secure Inc Cl A (value 71911458, 1485467 shares sole). No prior period data or changes are provided in the filing, resulting in a neutral snapshot of institutional positions.

• ·Filing period end date: March 31, 2026
• ·Other managers referenced: Russell Investments Group, Ltd. (028-17598), SEI Investments Management Corp (028-16454), Morgan Stanley Smith Barney
• ·Report includes sole, defined (04, 05) voting authority positions across US and international equities/ADRs