Position in D
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,277,023
+$120,989 QoQ
Shares Held
18,700
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#551
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, 2026Cohen Klingenstein LLC holds $11,125,555 across 7 Utilities - Regulated Electric names. D ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
59,400 | $5,213,538 | |
| 2 | SO |
Southern Co
|
21,800 | $2,086,478 | |
| 3 | D |
Dominion Energy, Inc
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|
18,700 | $1,277,023 | |
| 4 | ED |
Consolidated Edison Inc
|
6,900 | $763,347 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,500 | $752,455 | |
| 6 | XEL |
Xcel Energy Inc
|
8,100 | $650,430 | |
| 7 | EXC |
Exelon Corp
|
8,200 | $382,284 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,277,023 | 18,700 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,156,034 | 18,700 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,095,633 | 18,700 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,143,879 | 18,700 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,056,924 | 18,700 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,048,509 | 18,700 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,007,182 | 18,700 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,080,673 | 18,700 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $916,300 | 18,700 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $919,853 | 18,700 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $878,900 | 18,700 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $835,329 | 18,700 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $968,473 | 18,700 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,045,517 | 18,700 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,146,684 | 18,700 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,292,357 | 18,700 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,492,447 | 18,700 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,588,939 | 18,700 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,469,072 | 18,700 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,365,474 | 18,700 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,375,759 | 18,700 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,420,452 | 18,700 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,406,240 | 18,700 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,475,991 | 18,700 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,518,066 | 18,700 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,349,953 | 18,700 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||