Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,736,000
-$38,852 QoQ
Shares Held
25,421
-11.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#481
of 1,536 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $18,320,260 across 13 Utilities - Regulated Electric names. D ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,248 | $9,149,846 | |
| 2 | DUK |
Duke Energy CORP
|
15,721 | $1,989,964 | |
| 3 | D |
Dominion Energy, Inc
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|
25,421 | $1,736,000 | |
| 4 | ES |
Eversource Energy
|
13,955 | $1,008,527 | |
| 5 | SO |
Southern Co
|
10,495 | $1,004,476 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
6,308 | $736,585 | |
| 7 | XEL |
Xcel Energy Inc
|
7,985 | $641,195 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
7,887 | $640,108 |
All Filings in D
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,736,000 | 25,421 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,774,852 | 28,710 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,728,990 | 29,510 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,865,685 | 30,500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,399,556 | 42,455 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,603,442 | 46,432 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,518,224 | 46,755 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,749,012 | 47,569 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,380,616 | 48,584 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,533,580 | 51,506 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,464,351 | 52,433 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,285,719 | 51,169 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,650,042 | 51,169 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,767,377 | 49,497 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,591,751 | 42,266 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,940,906 | 42,554 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,381,070 | 42,364 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,597,289 | 42,336 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,229,130 | 41,104 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $2,977,536 | 40,777 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,463,234 | 47,074 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $3,714,899 | 48,906 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,798,051 | 50,506 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,014,064 | 50,856 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $3,731,428 | 51,689 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||