Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$215,386
-$86,166 QoQ
Shares Held
3,154
-21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,183
of 1,537 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $36,766,118 across 11 Utilities - Regulated Electric names. D ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
344,774 | $30,260,813 | |
| 2 | ETR |
Entergy Corp /De/
|
14,548 | $1,670,983 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
13,746 | $1,605,119 | |
| 4 | PPL |
PPL Corp
|
19,529 | $709,878 | |
| 5 | DUK |
Duke Energy CORP
|
4,678 | $592,141 | |
| 6 | SO |
Southern Co
|
6,174 | $590,913 | |
| 7 | EXC |
Exelon Corp
|
9,283 | $432,772 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,099 | $251,514 |
All Filings in D
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,386 | 3,154 | Shares | Defined | 2026-08-07 | |
| 2020-12-31 | $301,552 | 4,010 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $387,546 | 4,910 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $374,564 | 4,614 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $366,003 | 5,070 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||