Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,666,805
-$147,989,593 QoQ
Shares Held
405,137
-85.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#122
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, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,053,091,812 across 27 Utilities - Regulated Electric names. D ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,159,930 | $365,117,055 | |
| 2 | DUK |
Duke Energy CORP
|
2,708,961 | $342,900,282 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,140,225 | $292,804,181 | |
| 4 | XEL |
Xcel Energy Inc
|
2,747,651 | $220,636,373 | |
| 5 | EVRG |
Evergy, Inc.
|
2,031,638 | $175,594,470 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,126,100 | $172,554,275 | |
| 7 | PCG |
PG&E Corp
|
7,818,400 | $131,505,486 | |
| 8 | SO |
Southern Co
|
811,142 | $77,634,400 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,666,805 | 405,137 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $175,656,398 | 2,841,417 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $145,192,053 | 2,478,103 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $157,327,526 | 2,571,972 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $174,167,510 | 3,081,520 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $167,934,302 | 2,995,083 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $198,135,211 | 3,678,708 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $256,153,942 | 4,432,496 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $215,793,109 | 4,403,941 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $222,499,649 | 4,523,270 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $209,826,612 | 4,464,396 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $223,298,091 | 4,998,838 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $271,746,375 | 5,247,082 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $295,435,147 | 5,284,120 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $309,645,824 | 5,049,671 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $449,612,795 | 6,505,756 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $472,881,511 | 5,925,091 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $527,399,611 | 6,206,892 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $501,841,985 | 6,388,009 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $478,943,727 | 6,559,076 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $451,609,443 | 6,138,500 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $465,648,091 | 6,130,175 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $467,844,692 | 6,221,339 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $449,497,981 | 5,694,894 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $453,130,845 | 5,581,804 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $481,987,722 | 6,676,655 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||