Position in D
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,871,632
-$14,929 QoQ
Shares Held
56,694
-9.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#335
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, 2026REGIONS FINANCIAL CORP holds $388,722,970 across 22 Utilities - Regulated Electric names. D ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,497,633 | $131,447,248 | |
| 2 | XEL |
Xcel Energy Inc
|
1,034,471 | $83,068,020 | |
| 3 | EXC |
Exelon Corp
|
1,140,677 | $53,178,361 | |
| 4 | LNT |
Alliant Energy Corp
|
566,582 | $43,224,540 | |
| 5 | AEP |
American Electric Power Co Inc
|
291,290 | $39,851,384 | |
| 6 | SO |
Southern Co
|
187,671 | $17,961,991 | |
| 7 | DUK |
Duke Energy CORP
|
34,114 | $4,318,150 | |
| 8 | D |
Dominion Energy, Inc
This page
|
56,694 | $3,871,632 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,871,632 | 56,694 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $3,886,561 | 62,869 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,999,221 | 51,190 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $3,337,679 | 54,564 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $2,918,239 | 51,632 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,154,553 | 56,261 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,648,422 | 67,739 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,646,026 | 80,395 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,266,234 | 87,066 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $4,606,298 | 93,643 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $5,339,764 | 113,612 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $6,346,311 | 142,071 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $8,960,809 | 173,022 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $14,342,200 | 256,523 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $57,979,102 | 945,517 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $83,873,968 | 1,213,630 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $97,254,710 | 1,218,578 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $107,013,256 | 1,259,424 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $84,530,323 | 1,075,997 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $78,670,871 | 1,077,388 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $81,077,377 | 1,102,044 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $86,929,534 | 1,144,412 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $84,827,329 | 1,128,023 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $87,043,451 | 1,102,793 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $75,285,032 | 927,384 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $67,673,793 | 937,440 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||