Position in D
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,138,364
+$1,720,523 QoQ
Shares Held
31,313
+363.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#435
of 1,537 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. D ranks #15 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in D
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,138,364 | 31,313 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $417,841 | 6,759 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,274,684 | 21,756 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,345,441 | 38,343 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $225,627 | 3,992 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $175,330 | 3,127 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $161,687 | 3,002 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $24,560 | 425 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $15,141 | 309 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $14,609 | 297 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,949 | 467 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,300 | 544 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,588 | 301 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,507 | 492 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $18,579 | 303 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $34,831 | 504 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $35,435 | 444 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $27,955 | 329 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $28,910 | 368 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $18,839 | 258 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $8,607 | 117 | Shares | Sole | 2021-08-02 | |
| 2020-09-30 | $15,786 | 200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,236 | 200 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $14,438 | 200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||