Position in D
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$741,098
+$84,129 QoQ
Shares Held
11,988
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Anchor Investment Management, LLC holds $25,291,361 across 20 Utilities - Regulated Electric names. D ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
82,941 | $10,860,294 | |
| 2 | SO |
Southern Co
|
75,927 | $7,328,474 | |
| 3 | NEE |
Nextera Energy Inc
|
53,402 | $4,959,977 | |
| 4 | D |
Dominion Energy, Inc
This page
|
11,988 | $741,098 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,235 | $555,123 | |
| 6 | FE |
Firstenergy Corp
|
4,000 | $202,640 | |
| 7 | ES |
Eversource Energy
|
2,546 | $176,386 | |
| 8 | ED |
Consolidated Edison Inc
|
1,211 | $137,060 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $741,098 | 11,988 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $656,969 | 11,213 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $665,774 | 10,884 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $615,050 | 10,882 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $628,320 | 11,206 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $603,447 | 11,204 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $728,558 | 12,607 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $954,373 | 19,477 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $1,005,591 | 20,443 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,042,272 | 22,176 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,281,448 | 28,687 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $2,045,394 | 39,494 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $2,267,430 | 40,555 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $2,679,132 | 43,691 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $3,403,252 | 49,244 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $4,160,176 | 52,126 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $4,401,446 | 51,800 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $4,098,396 | 52,169 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $3,821,355 | 52,333 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $4,064,963 | 55,253 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $4,456,193 | 58,665 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $4,491,921 | 59,733 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $4,752,691 | 60,214 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $4,805,612 | 59,197 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $4,306,855 | 59,660 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||