Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$81,409,669
+$305,044 QoQ
Shares Held
1,192,117
-9.1% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#63
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. D ranks #11 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,409,669 | 1,192,117 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $81,104,625 | 1,311,948 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $71,188,314 | 1,215,025 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $72,230,147 | 1,180,810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $58,278,789 | 1,031,118 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $53,239,866 | 949,525 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $42,618,987 | 791,292 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $61,721,106 | 1,068,024 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $65,839,683 | 1,343,667 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $64,942,113 | 1,320,230 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $57,617,206 | 1,225,898 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $59,373,711 | 1,329,163 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $66,742,187 | 1,288,708 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $65,674,010 | 1,174,638 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $64,517,899 | 1,052,151 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $66,370,825 | 960,365 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $68,062,845 | 852,811 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $62,808,209 | 739,181 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $50,529,242 | 643,193 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $42,362,406 | 580,148 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,810,638 | 486,756 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $36,808,392 | 484,576 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $35,455,145 | 471,478 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $37,157,955 | 470,771 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $50,366,913 | 620,435 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $41,930,334 | 580,833 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||