Position in D
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,571,557
+$70,321 QoQ
Shares Held
23,013
-5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#500
of 1,537 holders
Holding Since
Mar 2020
26 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, 2026CI INVESTMENTS INC. holds $300,610,261 across 18 Utilities - Regulated Electric names. D ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
962,755 | $110,582,039 | |
| 2 | NEE |
Nextera Energy Inc
|
991,497 | $87,023,691 | |
| 3 | OGE |
Oge Energy Corp.
|
707,764 | $34,439,796 | |
| 4 | CNP |
Centerpoint Energy Inc
|
690,850 | $30,425,034 | |
| 5 | PCG |
PG&E Corp
|
427,033 | $7,182,695 | |
| 6 | EXC |
Exelon Corp
|
121,811 | $5,678,828 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
45,855 | $5,354,488 | |
| 8 | SO |
Southern Co
|
40,184 | $3,846,010 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,571,557 | 23,013 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,501,236 | 24,284 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,236,600 | 21,106 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,009,243 | 16,499 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,196,415 | 21,168 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,002,868 | 17,886 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $303,608 | 5,637 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $264,967 | 4,585 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $345,107 | 7,043 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $323,227 | 6,571 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $215,401 | 4,583 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $176,803 | 3,958 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,906,170 | 171,967 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,551,161 | 170,831 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,009,631 | 163,236 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,292,021 | 163,392 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,055,000 | 163,576 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,698,778 | 161,219 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,486,552 | 171,672 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,518,531 | 144,050 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,483,320 | 128,902 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $219,904 | 2,895 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $451,275 | 6,001 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,150,957 | 14,582 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,166,637 | 14,371 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,664,557 | 23,058 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||