Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,667,794
+$1,060,534 QoQ
Shares Held
185,500
-1.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#188
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 53%
Shared 15%
None 31%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. D ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,667,794 | 185,500 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $11,607,260 | 187,759 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,885,465 | 151,655 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $11,964,607 | 195,596 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $10,866,422 | 192,258 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,360,222 | 184,773 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $13,222,468 | 245,497 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $15,155,369 | 262,249 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,652,486 | 258,214 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,680,623 | 400,094 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,372,627 | 178,141 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $8,333,858 | 186,565 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,373,329 | 200,296 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,053,189 | 215,582 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,913,875 | 226,906 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $8,186,632 | 118,458 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,017,470 | 150,576 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $1,582,821 | 18,628 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,186,491 | 15,103 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $956,050 | 13,093 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $934,339 | 12,700 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $814,291 | 10,720 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $874,275 | 11,626 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,007,541 | 12,765 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $443,892 | 5,468 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $6,132,035 | 84,943 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||