Position in D
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,246,770
+$187,052 QoQ
Shares Held
18,257
+6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#555
of 1,533 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chesley Taft & Associates LLC holds $18,614,682 across 8 Utilities - Regulated Electric names. D ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
144,257 | $12,661,436 | |
| 2 | DUK |
Duke Energy CORP
|
11,633 | $1,472,505 | |
| 3 | D |
Dominion Energy, Inc
This page
|
18,257 | $1,246,770 | |
| 4 | SO |
Southern Co
|
10,822 | $1,035,773 | |
| 5 | CMS |
Cms Energy Corp
|
12,920 | $988,379 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,460 | $520,794 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,039 | $415,765 | |
| 8 | XEL |
Xcel Energy Inc
|
3,403 | $273,260 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246,770 | 18,257 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,059,718 | 17,142 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,075,360 | 18,354 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,011,874 | 16,542 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $936,932 | 16,577 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $929,472 | 16,577 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $862,837 | 16,020 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $924,466 | 15,997 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $763,273 | 15,577 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $749,016 | 15,227 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $501,819 | 10,677 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $530,411 | 11,874 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $604,596 | 11,674 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $729,569 | 13,049 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $763,372 | 12,449 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $821,856 | 11,892 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $949,100 | 11,892 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $984,972 | 11,592 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $910,667 | 11,592 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $846,447 | 11,592 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $852,823 | 11,592 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $1,203,054 | 15,838 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,194,777 | 15,888 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,260,748 | 15,973 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,324,695 | 16,318 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,129,268 | 15,643 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||