Position in D
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,244,004
+$254,567 QoQ
Shares Held
52,475
+2.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. D ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in D
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,244,004 | 52,475 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,989,437 | 51,023 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,255,773 | 53,225 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $24,902,203 | 440,591 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $24,660,651 | 439,819 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $23,774,504 | 441,413 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $26,913,265 | 465,708 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $23,216,690 | 473,810 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $24,083,817 | 489,608 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $22,917,153 | 487,599 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $24,727,391 | 553,557 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $24,148,485 | 466,277 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $26,512,745 | 474,204 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $27,378,460 | 446,485 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $28,349,405 | 410,207 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $31,833,734 | 398,869 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $32,558,804 | 383,180 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $30,044,957 | 382,446 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $26,923,750 | 365,961 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $27,798,397 | 365,961 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $27,520,267 | 365,961 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $28,885,301 | 365,961 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $29,708,713 | 365,961 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $26,418,724 | 365,961 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||