Position in D
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,653,203
+$230,045 QoQ
Shares Held
38,852
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#389
of 1,537 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. D ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,653,203 | 38,852 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,423,158 | 39,197 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,179,958 | 37,207 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,123,271 | 34,711 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,031,498 | 35,943 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,778,260 | 31,715 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,932,658 | 35,883 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,047,268 | 35,426 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,769,194 | 36,106 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,786,334 | 36,315 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,379,074 | 29,342 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $772,746 | 17,299 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,238,402 | 23,912 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,710,734 | 30,598 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $2,182,317 | 35,589 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $3,081,407 | 44,587 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,788,820 | 47,473 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,366,936 | 39,625 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,369,752 | 42,894 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,117,296 | 42,691 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,735,001 | 50,768 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,727,433 | 49,071 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,275,721 | 56,858 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $4,565,469 | 57,842 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,067,742 | 62,426 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,497,725 | 62,304 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||