Position in D
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$41,402,656
-$1,386,675 QoQ
Shares Held
606,277
-12.4% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#94
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, 2026Janney Montgomery Scott LLC holds $555,970,930 across 29 Utilities - Regulated Electric names. D ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,945,219 | $170,731,871 | |
| 2 | DUK |
Duke Energy CORP
|
766,917 | $97,076,353 | |
| 3 | D |
Dominion Energy, Inc
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|
606,277 | $41,402,656 | |
| 4 | SO |
Southern Co
|
421,712 | $40,362,055 | |
| 5 | AEP |
American Electric Power Co Inc
|
248,727 | $34,028,340 | |
| 6 | ETR |
Entergy Corp /De/
|
178,820 | $20,539,265 | |
| 7 | PPL |
PPL Corp
|
560,564 | $20,376,501 | |
| 8 | ED |
Consolidated Edison Inc
|
162,158 | $17,939,539 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,402,656 | 606,277 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $42,789,331 | 692,160 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $41,083,308 | 701,200 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $43,279,426 | 707,527 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $41,441,763 | 733,223 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $38,010,694 | 677,915 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $33,053,181 | 613,687 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $34,629,848 | 599,236 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $33,906,383 | 691,967 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $34,592,523 | 703,243 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $28,155,679 | 599,057 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $23,591,343 | 528,125 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $25,583,379 | 493,983 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $26,698,478 | 477,526 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $26,523,352 | 432,540 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $32,222,467 | 466,249 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $36,135,732 | 452,772 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $38,820,073 | 456,868 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $35,709,762 | 454,554 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $33,241,259 | 455,235 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $32,766,606 | 445,380 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $34,092,215 | 448,818 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $32,941,811 | 438,056 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $34,072,265 | 431,677 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $35,205,168 | 433,668 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $30,008,733 | 415,691 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||