Position in D
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$927,172
+$98,785 QoQ
Shares Held
13,577
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#66
of 249 holders
Holding Since
Mar 2020
20 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, 2026Ballentine Partners, LLC holds $21,923,672 across 29 Utilities - Regulated Electric names. D ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,480 | $3,289,618 | |
| 2 | EXC |
Exelon Corp
|
47,603 | $2,219,250 | |
| 3 | AEP |
American Electric Power Co Inc
|
15,829 | $2,165,564 | |
| 4 | DUK |
Duke Energy CORP
|
14,134 | $1,789,080 | |
| 5 | AEE |
Ameren Corp
|
9,219 | $1,042,115 | |
| 6 | ED |
Consolidated Edison Inc
|
8,569 | $947,988 | |
| 7 | D |
Dominion Energy, Inc
This page
|
13,577 | $927,172 | |
| 8 | SO |
Southern Co
|
8,088 | $774,101 |
All Filings in D
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,172 | 13,577 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $828,387 | 13,400 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $826,938 | 14,114 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $857,664 | 14,021 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $794,784 | 14,062 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $803,819 | 14,336 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $711,812 | 13,216 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $805,418 | 13,937 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $620,634 | 12,666 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $591,754 | 12,030 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $529,596 | 11,268 | Shares | Other | 2024-01-23 | |
| 2023-06-30 | $612,416 | 11,825 | Shares | Other | 2023-07-26 | |
| 2022-09-30 | $279,549 | 4,045 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $204,313 | 2,560 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $223,555 | 2,631 | Shares | Sole | 2022-05-05 | |
| 2021-03-31 | $207,522 | 2,732 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $286,361 | 3,808 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $329,373 | 4,173 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $271,871 | 3,349 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $255,263 | 3,536 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||