Position in D
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$263,053
+$25,850 QoQ
Shares Held
3,852
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,085
of 1,537 holders
Holding Since
Mar 2020
26 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, 2026North Star Investment Management Corp. holds $18,432,455 across 28 Utilities - Regulated Electric names. D ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
35,308 | $4,830,487 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
|
50,695 | $3,630,775 | |
| 3 | NEE |
Nextera Energy Inc
|
26,869 | $2,358,292 | |
| 4 | LNT |
Alliant Energy Corp
|
21,167 | $1,614,830 | |
| 5 | AEE |
Ameren Corp
|
8,765 | $990,795 | |
| 6 | DTE |
Dte Energy Co
|
5,818 | $886,488 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
7,293 | $851,603 | |
| 8 | SO |
Southern Co
|
8,676 | $830,379 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,053 | 3,852 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $237,203 | 3,837 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $225,278 | 3,845 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $234,709 | 3,837 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $216,867 | 3,837 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $215,140 | 3,837 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $206,660 | 3,837 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $223,820 | 3,873 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $188,013 | 3,837 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $243,933 | 4,959 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $227,339 | 4,837 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $236,885 | 5,303 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $274,642 | 5,303 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $299,845 | 5,363 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $328,859 | 5,363 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $381,003 | 5,513 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $449,090 | 5,627 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $421,536 | 4,961 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $416,132 | 5,297 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $362,252 | 4,961 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $364,980 | 4,961 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $376,837 | 4,961 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $373,067 | 4,961 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $391,571 | 4,961 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $402,733 | 4,961 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $358,134 | 4,961 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||