Position in D
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,827,576
+$258,833 QoQ
Shares Held
26,762
+5.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#471
of 1,537 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026BENJAMIN EDWARDS INC holds $203,920,181 across 24 Utilities - Regulated Electric names. D ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
517,902 | $60,475,416 | |
| 2 | NEE |
Nextera Energy Inc
|
437,768 | $38,422,896 | |
| 3 | LNT |
Alliant Energy Corp
|
285,330 | $21,767,824 | |
| 4 | SO |
Southern Co
|
202,906 | $19,420,132 | |
| 5 | DUK |
Duke Energy CORP
|
80,744 | $10,220,575 | |
| 6 | AEE |
Ameren Corp
|
77,413 | $8,750,764 | |
| 7 | ETR |
Entergy Corp /De/
|
75,564 | $8,679,280 | |
| 8 | AEP |
American Electric Power Co Inc
|
45,486 | $6,222,939 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,827,576 | 26,762 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,568,743 | 25,376 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,394,558 | 23,802 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,411,008 | 23,067 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $1,031,376 | 18,248 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $568,886 | 10,146 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $569,191 | 10,568 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $893,895 | 15,468 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,170 | 330 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $16,232 | 330 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $19,787 | 421 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $41,945 | 939 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $55,518 | 1,072 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $70,055 | 1,253 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $276,185 | 4,504 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $376,027 | 5,441 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $550,928 | 6,903 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $589,521 | 6,938 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $477,252 | 6,075 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $47,170 | 646 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $34,430 | 468 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $25,066 | 330 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $24,816 | 330 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $613,917 | 7,778 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $449,899 | 5,542 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,822 | 330 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||