Position in D
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,222,555
+$526,616 QoQ
Shares Held
230,064
-1.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $129,261,232 across 34 Utilities - Regulated Electric names. D ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
153,564 | $20,107,669 | |
| 2 | SO |
Southern Co
|
195,825 | $18,901,029 | |
| 3 | D |
Dominion Energy, Inc
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|
230,064 | $14,222,555 | |
| 4 | NEE |
Nextera Energy Inc
|
131,126 | $12,178,982 | |
| 5 | LNT |
Alliant Energy Corp
|
99,509 | $7,140,765 | |
| 6 | EVRG |
Evergy, Inc.
|
76,531 | $6,269,419 | |
| 7 | AEP |
American Electric Power Co Inc
|
47,407 | $6,214,108 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
52,800 | $6,112,655 |
All Filings in D
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,222,555 | 230,064 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,695,939 | 233,759 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,762,156 | 241,330 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,468,207 | 238,291 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $11,996,344 | 213,953 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $11,774,119 | 218,606 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $11,801,180 | 204,208 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $7,597,107 | 155,043 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $7,976,601 | 162,159 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $7,199,742 | 153,186 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $8,264,977 | 185,023 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $9,751,435 | 188,288 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $9,656,216 | 172,710 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $9,920,840 | 161,788 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $10,166,288 | 147,103 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $13,474,880 | 168,837 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $15,361,811 | 180,791 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,873,538 | 176,598 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $11,686,485 | 160,045 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $11,774,510 | 160,045 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $9,654,667 | 127,102 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,139,740 | 28,454 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,211,095 | 129,369 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||