Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$303,275
+$12,660 QoQ
Shares Held
4,441
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,021
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $65,401,059 across 16 Utilities - Regulated Electric names. D ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
159,685 | $20,212,927 | |
| 2 | CNP |
Centerpoint Energy Inc
|
377,829 | $16,639,589 | |
| 3 | AEP |
American Electric Power Co Inc
|
61,719 | $8,443,776 | |
| 4 | XEL |
Xcel Energy Inc
|
81,090 | $6,511,527 | |
| 5 | EXC |
Exelon Corp
|
126,585 | $5,901,392 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
33,268 | $2,700,030 | |
| 7 | SO |
Southern Co
|
18,817 | $1,800,975 | |
| 8 | NEE |
Nextera Energy Inc
|
11,033 | $968,366 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,275 | 4,441 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $290,615 | 4,701 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $275,431 | 4,701 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $287,560 | 4,701 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $265,700 | 4,701 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $263,585 | 4,701 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $260,036 | 4,828 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $279,010 | 4,828 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $251,370 | 5,130 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $252,443 | 5,132 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $245,904 | 5,232 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $698,281 | 15,632 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $809,581 | 15,632 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $879,576 | 15,732 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $637,728 | 10,400 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,097,605 | 15,882 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,376,901 | 29,782 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,530,576 | 29,782 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,344,858 | 29,848 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,229,373 | 30,531 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,246,165 | 30,531 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,750,350 | 102,032 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,900,812 | 105,064 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,554,332 | 32,362 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $492,113 | 6,062 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $469,812 | 6,508 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||