Position in D
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$27,715,636
+$2,637,653 QoQ
Shares Held
448,328
+4.7% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.5119008585213091.ToString("F0")%
Shared 0.ToString("F0")%
None 99.4880991414787.ToString("F0")%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Derivatives in D
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$39,465
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Creative Planning holds $679,963,982 across 37 Utilities - Regulated Electric names. D ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,047,897 | $97,328,672 | |
| 2 | DUK |
Duke Energy CORP
|
443,982 | $58,135,002 | |
| 3 | SO |
Southern Co
|
589,557 | $56,904,041 | |
| 4 | AEP |
American Electric Power Co Inc
|
399,995 | $52,431,344 | |
| 5 | XEL |
Xcel Energy Inc
|
441,228 | $35,051,152 | |
| 6 | ED |
Consolidated Edison Inc
|
272,746 | $30,869,391 | |
| 7 | EVRG |
Evergy, Inc.
|
375,646 | $30,772,919 | |
| 8 | D |
Dominion Energy, Inc
This page
|
448,328 | $27,715,636 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,715,636 | 448,328 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $25,077,983 | 428,025 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,342,547 | 414,297 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,131,654 | 285,415 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $15,522,138 | 276,835 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,384,982 | 267,081 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,926,175 | 240,979 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $11,566,793 | 236,057 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $11,483,453 | 233,451 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,231,458 | 196,414 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,757,608 | 240,824 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $9,524,957 | 183,915 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $10,556,981 | 188,821 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,569,918 | 188,681 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,435,929 | 179,944 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,526,118 | 169,479 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,477,443 | 170,383 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,816,219 | 137,681 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,053,758 | 137,685 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,820,896 | 174,268 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,061,027 | 106,122 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,128,142 | 108,087 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,560,274 | 108,454 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $39,465 | 500 | Put | Sole | 2020-11-05 | |
| 2020-06-30 | $9,091,754 | 111,995 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $8,285,174 | 114,769 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||