Position in D
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$938,987
+$56,507 QoQ
Shares Held
13,750
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#639
of 1,537 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Essex Financial Services, Inc. holds $18,105,192 across 19 Utilities - Regulated Electric names. D ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,812 | $3,757,609 | |
| 2 | SO |
Southern Co
|
37,207 | $3,561,081 | |
| 3 | DUK |
Duke Energy CORP
|
15,657 | $1,981,863 | |
| 4 | ES |
Eversource Energy
|
20,910 | $1,511,165 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,643 | $1,045,638 | |
| 6 | D |
Dominion Energy, Inc
This page
|
13,750 | $938,987 | |
| 7 | ED |
Consolidated Edison Inc
|
6,151 | $680,485 | |
| 8 | EIX |
Edison International
|
7,521 | $559,938 |
All Filings in D
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,987 | 13,750 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $882,480 | 14,275 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $919,277 | 15,690 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $916,020 | 14,975 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $899,120 | 15,908 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $902,727 | 16,100 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $870,269 | 16,158 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,016,699 | 17,593 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $857,304 | 17,496 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $751,819 | 15,284 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $203,561 | 4,557 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $267,864 | 4,791 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $259,093 | 3,749 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $296,573 | 3,716 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $319,487 | 3,760 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $259,248 | 3,300 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $215,628 | 2,953 | Shares | Sole | 2021-11-10 | |
| 2020-09-30 | $215,557 | 2,731 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||