Position in D
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$8,283,694
+$931,001 QoQ
Shares Held
133,997
+6.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.8321143914743723.ToString("F0")%
Shared 0.ToString("F0")%
None 99.16788560852564.ToString("F0")%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026NewEdge Advisors, LLC holds $306,219,670 across 32 Utilities - Regulated Electric names. D ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
957,442 | $92,412,301 | |
| 2 | ETR |
Entergy Corp /De/
|
485,852 | $54,590,330 | |
| 3 | NEE |
Nextera Energy Inc
|
441,582 | $41,014,136 | |
| 4 | DUK |
Duke Energy CORP
|
223,319 | $29,241,389 | |
| 5 | DTE |
Dte Energy Co
|
81,820 | $11,963,720 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
90,700 | $10,500,339 | |
| 7 | AEP |
American Electric Power Co Inc
|
63,819 | $8,365,394 | |
| 8 | D |
Dominion Energy, Inc
This page
|
133,997 | $8,283,694 |
All Filings in D
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,283,694 | 133,997 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $7,352,693 | 125,494 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,457,526 | 89,219 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,908,753 | 69,157 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,864,961 | 68,931 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,823,629 | 70,992 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,300,675 | 57,115 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,656,143 | 54,207 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,027,021 | 41,208 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,482,136 | 74,088 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,346,185 | 74,909 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,330,822 | 64,314 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,669,429 | 65,631 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,764,557 | 61,392 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,754,953 | 54,333 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,111,891 | 51,521 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,439,500 | 40,479 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,169,660 | 40,347 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $797,305 | 10,919 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $743,277 | 10,103 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $700,806 | 9,226 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $566,481 | 7,533 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,171,601 | 27,513 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,275,418 | 15,711 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,066,390 | 14,772 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||