Position in D
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,233,558
+$1,317,185 QoQ
Shares Held
133,186
+12.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026&PARTNERS holds $260,385,801 across 29 Utilities - Regulated Electric names. D ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
847,957 | $78,758,246 | |
| 2 | AEP |
American Electric Power Co Inc
|
281,334 | $36,877,260 | |
| 3 | DUK |
Duke Energy CORP
|
215,728 | $28,247,424 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
157,854 | $18,274,757 | |
| 5 | SO |
Southern Co
|
184,529 | $17,810,739 | |
| 6 | XEL |
Xcel Energy Inc
|
132,028 | $10,488,304 | |
| 7 | D |
Dominion Energy, Inc
This page
|
133,186 | $8,233,558 | |
| 8 | ETR |
Entergy Corp /De/
|
64,896 | $7,291,714 |
All Filings in D
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,233,558 | 133,186 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,916,373 | 118,047 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,199,341 | 117,694 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,772,370 | 66,744 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,461,817 | 61,741 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,336,411 | 61,946 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,887,072 | 49,958 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,239,896 | 25,304 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||