Position in D
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,290,368
+$94,429 QoQ
Shares Held
20,873
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026SIGNATUREFD, LLC holds $34,838,449 across 37 Utilities - Regulated Electric names. D ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
62,249 | $6,008,273 | |
| 2 | NEE |
Nextera Energy Inc
|
60,044 | $5,576,886 | |
| 3 | DUK |
Duke Energy CORP
|
22,025 | $2,883,953 | |
| 4 | FTS |
Fortis Inc.
|
37,839 | $2,111,037 | |
| 5 | NGG |
National Grid PLC
|
23,263 | $1,968,049 | |
| 6 | AEP |
American Electric Power Co Inc
|
12,931 | $1,694,995 | |
| 7 | ED |
Consolidated Edison Inc
|
14,581 | $1,650,277 | |
| 8 | D |
Dominion Energy, Inc
This page
|
20,873 | $1,290,368 |
All Filings in D
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,290,368 | 20,873 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,195,939 | 20,412 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,077,448 | 17,614 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $953,888 | 16,877 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $919,772 | 16,404 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $892,891 | 16,578 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $964,861 | 16,696 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $912,429 | 18,621 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $733,521 | 14,912 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $645,404 | 13,732 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $501,733 | 11,232 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $456,994 | 8,824 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $458,517 | 8,201 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $537,531 | 8,766 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $548,249 | 7,933 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $430,894 | 5,399 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $474,217 | 5,581 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $367,817 | 4,682 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $354,731 | 4,858 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $301,857 | 4,103 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $341,820 | 4,500 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $418,337 | 5,563 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $548,800 | 6,953 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $545,204 | 6,716 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $564,453 | 7,819 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||