Position in D
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$36,549,096
+$4,655,806 QoQ
Shares Held
591,218
+8.6% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Derivatives in D
reported options exposure · as of Dec 31, 2024CallValue
$21,544
CallShares
400
PutValue
$21,544
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026HighTower Advisors, LLC holds $1,001,123,275 across 36 Utilities - Regulated Electric names. D ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,982,456 | $259,860,332 | |
| 2 | NEE |
Nextera Energy Inc
|
2,548,903 | $236,742,110 | |
| 3 | SO |
Southern Co
|
1,515,829 | $146,307,815 | |
| 4 | DUK |
Duke Energy CORP
|
760,236 | $99,545,301 | |
| 5 | D |
Dominion Energy, Inc
This page
|
591,218 | $36,549,096 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
254,176 | $29,425,955 | |
| 7 | ES |
Eversource Energy
|
367,462 | $25,457,767 | |
| 8 | ED |
Consolidated Edison Inc
|
150,426 | $17,025,214 |
All Filings in D
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,549,096 | 591,218 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $31,893,290 | 544,347 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $31,454,470 | 514,214 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $27,111,852 | 479,686 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $28,008,142 | 499,521 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,544 | 400 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $24,356,515 | 452,219 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $21,544 | 400 | Put | Sole | 2025-02-07 | |
| 2024-09-30 | $22,793,705 | 394,423 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,320,642 | 292,258 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $24,500 | 500 | Call | Sole | 2024-08-13 | |
| 2024-03-31 | $8,925,082 | 181,441 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $14,757 | 300 | Call | Sole | 2024-05-06 | |
| 2023-12-31 | $9,566,333 | 203,539 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,337,397 | 231,417 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,203,808 | 254,949 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,129,134 | 270,598 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,461,047 | 268,445 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,908,958 | 259,137 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $19,481,780 | 244,102 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $19,959,198 | 234,897 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,954,347 | 215,814 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,987,036 | 164,161 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,581,830 | 157,426 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $11,229,698 | 147,837 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $10,675,392 | 141,960 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,354,582 | 105,848 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,056,116 | 111,556 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,310,729 | 115,123 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||