Position in D
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,115,009
+$678,004 QoQ
Shares Held
30,971
+33.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#437
of 1,535 holders
Holding Since
Jun 2023
13 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, 2026RiverFront Investment Group, LLC holds $19,125,185 across 10 Utilities - Regulated Electric names. D ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
72,559 | $6,944,621 | |
| 2 | NEE |
Nextera Energy Inc
|
42,910 | $3,766,210 | |
| 3 | DUK |
Duke Energy CORP
|
23,896 | $3,024,755 | |
| 4 | D |
Dominion Energy, Inc
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|
30,971 | $2,115,009 | |
| 5 | EIX |
Edison International
|
16,722 | $1,244,952 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,259 | $751,460 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,867 | $529,044 | |
| 8 | ED |
Consolidated Edison Inc
|
2,364 | $261,529 |
All Filings in D
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,115,009 | 30,971 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,437,005 | 23,245 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $880,724 | 15,032 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $860,539 | 14,068 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $705,200 | 12,477 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $606,397 | 10,815 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $532,190 | 9,881 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $505,315 | 8,744 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $330,015 | 6,735 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $233,947 | 4,756 | Shares | Sole | 2024-08-28 | |
| 2023-12-31 | $232,086 | 4,938 | Shares | Sole | 2024-08-28 | |
| 2023-09-30 | $327,029 | 7,321 | Shares | Sole | 2024-08-28 | |
| 2023-06-30 | $219,019 | 4,229 | Shares | Sole | 2024-08-28 | |
| No filing history on record for this holder in this stock. | ||||||