Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,085,537
+$665,903 QoQ
Shares Held
15,896
+134.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#598
of 1,537 holders
Holding Since
Mar 2020
24 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, 2026Caprock Group, LLC holds $37,099,734 across 25 Utilities - Regulated Electric names. D ranks #12 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,979 | $7,465,561 | |
| 2 | NEE |
Nextera Energy Inc
|
42,810 | $3,757,433 | |
| 3 | EXC |
Exelon Corp
|
61,277 | $2,856,733 | |
| 4 | ED |
Consolidated Edison Inc
|
23,807 | $2,633,768 | |
| 5 | SO |
Southern Co
|
21,568 | $2,064,273 | |
| 6 | AEP |
American Electric Power Co Inc
|
14,774 | $2,021,230 | |
| 7 | HE |
Hawaiian Electric Industries Inc
|
130,257 | $1,762,377 | |
| 8 | ES |
Eversource Energy
|
24,030 | $1,736,648 |
All Filings in D
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,537 | 15,896 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $419,634 | 6,788 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $572,365 | 9,769 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $879,624 | 14,380 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $881,588 | 15,723 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $635,170 | 11,793 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $556,864 | 9,636 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $474,271 | 9,679 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $204,335 | 4,154 | Shares | Sole | 2024-04-29 | |
| 2023-09-30 | $438,391 | 9,814 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $535,871 | 10,347 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $344,405 | 6,160 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $471,182 | 7,684 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $267,179 | 3,866 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $306,630 | 3,842 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $320,251 | 3,769 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $296,485 | 3,774 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $225,266 | 3,085 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $226,963 | 3,085 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $215,194 | 2,833 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $224,697 | 2,988 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $328,033 | 4,156 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $660,805 | 8,140 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $669,706 | 9,277 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||