Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$231,639
-$124,339 QoQ
Shares Held
3,392
-55.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,143
of 1,537 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $47,921,110 across 12 Utilities - Regulated Electric names. D ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
349,649 | $30,688,692 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
65,501 | $5,316,061 | |
| 3 | SO |
Southern Co
|
34,788 | $3,329,559 | |
| 4 | PPL |
PPL Corp
|
69,092 | $2,511,494 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
16,627 | $1,941,534 | |
| 6 | DUK |
Duke Energy CORP
|
9,611 | $1,216,560 | |
| 7 | AEP |
American Electric Power Co Inc
|
6,308 | $862,997 | |
| 8 | XEL |
Xcel Energy Inc
|
7,409 | $594,942 |
All Filings in D
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,639 | 3,392 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $355,978 | 7,574 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $445,761 | 9,979 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $920,101 | 17,766 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,216,657 | 21,761 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,446,048 | 23,582 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,674,742 | 24,233 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,951,194 | 24,448 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,169,708 | 25,535 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,236,917 | 28,474 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,313,939 | 45,384 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,282,803 | 58,214 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $4,735,498 | 62,342 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,543,659 | 60,421 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $1,572,759 | 19,926 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $362,225 | 4,462 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $333,589 | 4,621 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||