Position in D
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$59,470
+$57,010 QoQ
Shares Held
962
+2190.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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 Mar 31, 2026ATLAS CAPITAL ADVISORS INC. holds $2,299,836 across 21 Utilities - Regulated Electric names. D ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
9,014 | $659,644 | |
| 2 | KEP |
Korea Electric Power Corp
|
32,999 | $470,235 | |
| 3 | PCG |
PG&E Corp
|
22,558 | $396,344 | |
| 4 | ETR |
Entergy Corp /De/
|
3,221 | $361,911 | |
| 5 | EXC |
Exelon Corp
|
1,772 | $86,863 | |
| 6 | CNP |
Centerpoint Energy Inc
|
1,980 | $85,456 | |
| 7 | ELPC |
Energy Co Of Parana
|
5,177 | $61,813 | |
| 8 | D |
Dominion Energy, Inc
This page
|
962 | $59,470 |
All Filings in D
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,470 | 962 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,460 | 42 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $2,373 | 42 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,353 | 42 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,262 | 42 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,618 | 28 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,372 | 28 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,377 | 28 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,316 | 28 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,250 | 28 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,450 | 28 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,565 | 28 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,716 | 28 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,935 | 28 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,234 | 28 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,379 | 28 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,199 | 28 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,044 | 28 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,059 | 28 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||