Position in D
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$575,616
+$75,307 QoQ
Shares Held
8,429
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#783
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, 2026Carnegie Investment Counsel holds $120,056,382 across 14 Utilities - Regulated Electric names. D ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
649,377 | $49,540,971 | |
| 2 | NEE |
Nextera Energy Inc
|
406,002 | $35,634,795 | |
| 3 | SO |
Southern Co
|
207,587 | $19,868,151 | |
| 4 | AEP |
American Electric Power Co Inc
|
51,553 | $7,052,965 | |
| 5 | DTE |
Dte Energy Co
|
11,995 | $1,827,678 | |
| 6 | DUK |
Duke Energy CORP
|
12,422 | $1,572,376 | |
| 7 | ETR |
Entergy Corp /De/
|
9,102 | $1,045,455 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
8,301 | $969,307 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,616 | 8,429 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $500,309 | 8,093 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $533,520 | 9,106 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $578,912 | 9,464 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $495,680 | 8,770 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $856,805 | 15,281 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $293,429 | 5,448 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $465,440 | 8,054 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $443,646 | 9,054 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $685,413 | 13,934 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $568,230 | 12,090 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $622,878 | 13,944 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $703,929 | 13,592 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $919,663 | 16,449 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,003,195 | 16,360 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,185,167 | 17,149 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,501,545 | 18,814 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,464,797 | 17,239 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,357,202 | 17,276 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,189,933 | 16,296 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,145,926 | 15,576 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,158,086 | 15,246 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,159,433 | 15,418 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,220,889 | 15,468 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,344,990 | 16,568 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,188,824 | 16,468 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||