Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$384,404
-$22,495 QoQ
Shares Held
5,629
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#936
of 1,537 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NorthRock Partners, LLC holds $9,302,638 across 11 Utilities - Regulated Electric names. D ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
21,955 | $2,101,313 | |
| 2 | NEE |
Nextera Energy Inc
|
15,718 | $1,379,568 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
9,116 | $1,064,475 | |
| 4 | PCG |
PG&E Corp
|
57,574 | $968,394 | |
| 5 | XEL |
Xcel Energy Inc
|
11,865 | $952,759 | |
| 6 | MGEE |
Mge Energy Inc
|
9,369 | $763,948 | |
| 7 | DUK |
Duke Energy CORP
|
5,504 | $696,696 | |
| 8 | ES |
Eversource Energy
|
5,538 | $400,231 |
All Filings in D
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,404 | 5,629 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $406,899 | 6,582 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $322,655 | 5,507 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $992,972 | 16,233 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $696,722 | 12,327 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $555,709 | 9,911 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $509,300 | 9,456 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $589,515 | 10,201 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $486,325 | 9,925 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $481,963 | 9,798 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $493,359 | 10,497 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $202,131 | 4,525 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $248,592 | 4,800 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $320,140 | 5,726 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $247,206 | 3,577 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $264,091 | 3,309 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $260,942 | 3,071 | Shares | Sole | 2022-05-05 | |
| 2020-12-31 | $246,280 | 3,275 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $258,416 | 3,274 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $269,030 | 3,314 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $244,940 | 3,393 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||