Position in D
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$399,633
+$33,906 QoQ
Shares Held
5,852
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#915
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $45,533,102 across 27 Utilities - Regulated Electric names. D ranks #23 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
88,052 | $10,113,652 | |
| 2 | DUK |
Duke Energy CORP
|
50,400 | $6,379,632 | |
| 3 | PCG |
PG&E Corp
|
177,262 | $2,981,546 | |
| 4 | ES |
Eversource Energy
|
38,773 | $2,802,124 | |
| 5 | EIX |
Edison International
|
31,927 | $2,376,965 | |
| 6 | NEE |
Nextera Energy Inc
|
26,700 | $2,343,459 | |
| 7 | ED |
Consolidated Edison Inc
|
16,468 | $1,821,854 | |
| 8 | SO |
Southern Co
|
16,833 | $1,611,086 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,633 | 5,852 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $365,727 | 5,916 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $302,031 | 5,155 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $317,900 | 5,197 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $277,343 | 4,907 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $227,027 | 4,049 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $306,409 | 5,689 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $342,983 | 5,935 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $208,593 | 4,257 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $258,641 | 5,258 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $248,818 | 5,294 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $257,120 | 5,756 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $333,786 | 6,445 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $364,365 | 6,517 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $406,367 | 6,627 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $459,927 | 6,655 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $543,984 | 6,816 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $581,534 | 6,844 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $536,014 | 6,823 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $518,953 | 7,107 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $497,112 | 6,757 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $522,984 | 6,885 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $493,161 | 6,558 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $525,437 | 6,657 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $535,138 | 6,592 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $500,204 | 6,929 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||