Position in D
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,364,926
+$1,621,468 QoQ
Shares Held
183,839
+10.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.3826119593775.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6173880406225013.ToString("F0")%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Advisors Asset Management, Inc. holds $121,454,108 across 32 Utilities - Regulated Electric names. D ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
242,947 | $22,564,917 | |
| 2 | EIX |
Edison International
|
175,273 | $12,826,478 | |
| 3 | D |
Dominion Energy, Inc
This page
|
183,839 | $11,364,926 | |
| 4 | SO |
Southern Co
|
71,283 | $6,880,235 | |
| 5 | ETR |
Entergy Corp /De/
|
57,901 | $6,505,756 | |
| 6 | DUK |
Duke Energy CORP
|
49,008 | $6,417,107 | |
| 7 | EXC |
Exelon Corp
|
111,034 | $5,442,886 | |
| 8 | POR |
Portland General Electric Co /Or/
|
85,363 | $4,504,605 |
All Filings in D
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,364,926 | 183,839 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,743,458 | 166,299 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,448,624 | 154,465 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,213,398 | 198,397 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,668,848 | 225,947 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,007,782 | 241,511 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,255,693 | 263,985 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,474,804 | 274,996 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,362,479 | 251,321 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,839,281 | 230,623 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,844,811 | 175,617 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,004,183 | 135,242 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,358,526 | 95,842 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,475,004 | 56,670 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,161,138 | 31,271 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,447,932 | 30,672 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,652,593 | 31,218 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $5,371,068 | 68,369 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,416,988 | 74,185 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,100,534 | 96,514 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $9,712,245 | 127,860 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $11,194,648 | 148,865 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,640,682 | 172,820 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $17,349,140 | 213,712 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $17,809,778 | 246,707 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||