Position in D
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$64,009,231
+$2,924,822 QoQ
Shares Held
1,035,413
-0.7% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,990,710,642 across 32 Utilities - Regulated Electric names. D ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,609,761 | $428,154,600 | |
| 2 | XEL |
Xcel Energy Inc
|
1,961,725 | $155,839,432 | |
| 3 | SO |
Southern Co
|
1,445,765 | $139,545,237 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,195,147 | $138,362,166 | |
| 5 | DUK |
Duke Energy CORP
|
1,028,960 | $134,732,021 | |
| 6 | AEP |
American Electric Power Co Inc
|
673,149 | $88,236,370 | |
| 7 | ETR |
Entergy Corp /De/
|
632,837 | $71,105,564 | |
| 8 | IDA |
Idacorp Inc
|
460,740 | $65,871,996 |
All Filings in D
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,009,231 | 1,035,413 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $61,084,409 | 1,042,574 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $61,434,743 | 1,004,328 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $57,065,756 | 1,009,656 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $52,667,952 | 939,325 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $50,825,527 | 943,660 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $55,002,383 | 951,763 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $44,590,833 | 910,017 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $45,528,788 | 925,570 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $43,231,493 | 919,819 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $42,318,704 | 947,363 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $49,273,005 | 951,400 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $54,928,611 | 982,447 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $59,325,995 | 967,482 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $68,537,008 | 991,709 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $76,512,648 | 958,685 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $80,183,469 | 943,668 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $74,780,242 | 951,887 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $70,869,779 | 970,553 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $71,629,516 | 973,624 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $78,929,318 | 1,049,592 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $89,879,800 | 1,138,728 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $97,337,579 | 1,199,034 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $81,537,954 | 1,129,491 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||