Position in D
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,050,709
+$69,070 QoQ
Shares Held
15,386
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#605
of 1,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 60%
None 3%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PEOPLES FINANCIAL SERVICES CORP. holds $7,580,387 across 11 Utilities - Regulated Electric names. D ranks #4 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,544 | $1,890,916 | |
| 2 | SO |
Southern Co
|
17,933 | $1,716,366 | |
| 3 | DUK |
Duke Energy CORP
|
9,156 | $1,158,965 | |
| 4 | D |
Dominion Energy, Inc
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|
15,386 | $1,050,709 | |
| 5 | PPL |
PPL Corp
|
21,109 | $767,312 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,785 | $381,015 | |
| 7 | XEL |
Xcel Energy Inc
|
3,400 | $273,020 | |
| 8 | EXC |
Exelon Corp
|
4,174 | $194,591 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,709 | 15,386 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $981,639 | 15,879 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $953,785 | 16,279 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,096,777 | 17,930 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,051,779 | 18,609 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,092,355 | 19,482 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,054,686 | 19,582 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,133,550 | 19,615 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $956,235 | 19,515 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $965,501 | 19,628 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $957,390 | 20,370 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $917,075 | 20,530 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,101,935 | 21,277 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,223,143 | 21,877 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,384,421 | 22,577 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,677,437 | 24,272 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,937,148 | 24,272 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,062,391 | 24,272 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,117,741 | 26,957 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,975,702 | 27,057 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,049,733 | 27,861 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,121,638 | 27,931 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,130,491 | 28,331 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,340,748 | 29,656 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $2,417,621 | 29,781 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,149,890 | 29,781 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||