Position in D
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$329,362
+$87,832 QoQ
Shares Held
4,823
+23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#989
of 1,537 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 57%
Shared 0%
None 42%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST CITIZENS BANK & TRUST CO holds $86,323,908 across 18 Utilities - Regulated Electric names. D ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
171,548 | $21,714,544 | |
| 2 | EVRG |
Evergy, Inc.
|
188,646 | $16,304,673 | |
| 3 | FE |
Firstenergy Corp
|
338,879 | $16,110,307 | |
| 4 | EXC |
Exelon Corp
|
310,633 | $14,481,709 | |
| 5 | SO |
Southern Co
|
51,279 | $4,907,912 | |
| 6 | NEE |
Nextera Energy Inc
|
47,088 | $4,132,913 | |
| 7 | EIX |
Edison International
|
35,072 | $2,611,110 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
18,358 | $1,314,799 |
All Filings in D
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,362 | 4,823 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $241,530 | 3,907 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $201,615 | 3,296 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $224,054 | 3,996 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $212,435 | 3,676 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,931,090 | 39,410 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,743,195 | 35,438 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,594,099 | 33,917 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,156,193 | 25,883 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,616,883 | 31,220 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,187,248 | 21,235 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,278,030 | 20,842 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,674,535 | 24,230 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,436,818 | 18,003 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,431,658 | 16,849 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,242,268 | 15,813 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,253,095 | 17,161 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,279,235 | 17,388 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,547,304 | 20,370 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,343,673 | 17,868 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,643,006 | 20,816 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,921,367 | 23,668 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,500,180 | 20,781 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||