Position in D
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,535,949
+$255,039 QoQ
Shares Held
37,135
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#399
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, 2026Crossmark Global Holdings, Inc. holds $105,417,113 across 33 Utilities - Regulated Electric names. D ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
302,533 | $28,955,433 | |
| 2 | NGG |
National Grid PLC
|
133,089 | $11,029,085 | |
| 3 | NEE |
Nextera Energy Inc
|
120,103 | $10,541,440 | |
| 4 | CIG |
Energy Co Of Minas Gerais
|
4,027,980 | $8,458,758 | |
| 5 | DUK |
Duke Energy CORP
|
56,438 | $7,143,922 | |
| 6 | ED |
Consolidated Edison Inc
|
28,421 | $3,144,215 | |
| 7 | FTS |
Fortis Inc.
|
53,607 | $3,067,928 | |
| 8 | AEP |
American Electric Power Co Inc
|
22,324 | $3,054,146 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,535,949 | 37,135 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,280,910 | 36,896 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,185,817 | 37,307 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,002,399 | 32,735 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,848,656 | 32,708 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,909,295 | 34,052 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,808,187 | 33,572 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,945,789 | 33,670 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,639,638 | 33,462 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,682,838 | 34,211 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,671,696 | 35,568 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,623,039 | 36,334 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,953,777 | 37,725 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,185,800 | 39,095 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,577,156 | 42,028 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,929,365 | 42,387 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,312,513 | 41,505 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,524,980 | 41,485 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,198,570 | 40,715 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $3,049,680 | 41,765 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,065,294 | 41,665 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,199,738 | 42,124 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,181,862 | 42,312 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $3,419,800 | 43,327 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,635,240 | 44,780 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,148,711 | 43,617 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||