Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,770,896
+$518,300 QoQ
Shares Held
25,932
+28.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#476
of 1,535 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $39,375,439 across 28 Utilities - Regulated Electric names. D ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
86,596 | $7,600,530 | |
| 2 | DUK |
Duke Energy CORP
|
51,809 | $6,557,983 | |
| 3 | LNT |
Alliant Energy Corp
|
37,870 | $2,889,102 | |
| 4 | SO |
Southern Co
|
29,930 | $2,864,600 | |
| 5 | ETR |
Entergy Corp /De/
|
16,283 | $1,870,265 | |
| 6 | D |
Dominion Energy, Inc
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|
25,932 | $1,770,896 | |
| 7 | AEP |
American Electric Power Co Inc
|
11,949 | $1,634,742 | |
| 8 | XEL |
Xcel Energy Inc
|
18,636 | $1,496,470 |
All Filings in D
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,770,896 | 25,932 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,252,596 | 20,262 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,271,168 | 21,696 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,602,592 | 26,199 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,449,172 | 25,640 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,433,653 | 25,569 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,378,061 | 25,586 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,238,959 | 21,439 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $937,860 | 19,140 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $898,160 | 18,259 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $693,344 | 14,752 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $613,631 | 13,737 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $548,766 | 10,596 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $396,793 | 7,097 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $368,165 | 6,004 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $3,227,037 | 40,434 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $454,589 | 5,350 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $381,016 | 4,850 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||