Position in CIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,287,187
-$312,578 QoQ
Shares Held
1,089,137
+0.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 208 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 2%
None 1%
Common Shares in CIG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. CIG ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in CIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,287,187 | 1,089,137 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,599,765 | 1,087,768 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,157,926 | 1,078,963 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,172,875 | 1,029,799 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,897,901 | 968,317 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,816,111 | 1,031,882 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,874,220 | 1,058,882 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,097,664 | 1,018,284 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,613,498 | 916,761 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,716,044 | 694,755 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,528,507 | 658,845 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,638,543 | 677,098 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,926,762 | 732,601 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,425,196 | 1,082,663 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,193,000 | 1,080,323 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,226,448 | 1,102,235 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,225,119 | 1,101,577 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,057,773 | 639,066 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,552,904 | 639,066 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,610,478 | 639,066 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,521,002 | 639,066 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,301,141 | 573,175 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,650,755 | 573,175 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $1,087,586 | 587,875 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,242,175 | 605,948 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,590,240 | 935,430 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||