Position in D
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$515,588
+$53,669 QoQ
Shares Held
7,550
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#825
of 1,537 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $28,918,606 across 26 Utilities - Regulated Electric names. D ranks #16 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
402,064 | $6,762,715 | |
| 2 | NEE |
Nextera Energy Inc
|
28,972 | $2,542,871 | |
| 3 | DUK |
Duke Energy CORP
|
18,500 | $2,341,729 | |
| 4 | SO |
Southern Co
|
22,483 | $2,151,847 | |
| 5 | ED |
Consolidated Edison Inc
|
12,941 | $1,431,662 | |
| 6 | EIX |
Edison International
|
18,761 | $1,396,756 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,886 | $1,352,503 | |
| 8 | EXC |
Exelon Corp
|
27,140 | $1,265,266 |
All Filings in D
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,588 | 7,550 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $461,919 | 7,472 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $325,233 | 5,551 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $417,362 | 6,823 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $328,833 | 5,818 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $321,673 | 5,737 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $261,598 | 4,857 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $286,176 | 4,952 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $250,586 | 5,114 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $234,833 | 4,774 | Shares | Other | 2024-05-15 | |
| 2023-03-31 | $351,673 | 6,290 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $367,981 | 6,001 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $364,416 | 5,273 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $320,038 | 4,010 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $391,116 | 4,603 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $343,700 | 4,375 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||