Position in D
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$952,030
+$128,094 QoQ
Shares Held
13,941
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#634
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREENLEAF TRUST holds $31,810,835 across 26 Utilities - Regulated Electric names. D ranks #12 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
94,364 | $8,282,328 | |
| 2 | SO |
Southern Co
|
28,986 | $2,774,249 | |
| 3 | DUK |
Duke Energy CORP
|
20,685 | $2,618,306 | |
| 4 | AEP |
American Electric Power Co Inc
|
11,485 | $1,571,262 | |
| 5 | EXC |
Exelon Corp
|
31,659 | $1,475,941 | |
| 6 | ED |
Consolidated Edison Inc
|
13,082 | $1,447,260 | |
| 7 | XEL |
Xcel Energy Inc
|
14,493 | $1,163,787 | |
| 8 | CNP |
Centerpoint Energy Inc
|
25,852 | $1,138,522 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,030 | 13,941 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $823,936 | 13,328 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $802,624 | 13,699 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $841,331 | 13,754 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $850,117 | 15,041 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $886,578 | 15,812 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $888,528 | 16,497 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $933,192 | 16,148 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $805,168 | 16,432 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $812,323 | 16,514 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $613,115 | 13,045 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $734,151 | 16,435 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $722,781 | 13,956 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $802,755 | 14,358 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $766,377 | 12,498 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $776,243 | 11,232 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $849,338 | 10,642 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $764,730 | 9,000 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $501,605 | 6,385 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $581,385 | 7,962 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $626,595 | 8,517 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $583,828 | 7,686 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $665,444 | 8,849 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $741,073 | 9,389 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $736,627 | 9,074 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $824,481 | 11,421 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||