Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,095,992
+$1,128,136 QoQ
Shares Held
147,840
+1.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#213
of 1,537 holders
Holding Since
Mar 2020
26 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, 2026Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. D ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
753,875 | $95,425,495 | |
| 2 | AEP |
American Electric Power Co Inc
|
625,314 | $85,549,207 | |
| 3 | NEE |
Nextera Energy Inc
|
888,425 | $77,977,061 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
561,785 | $65,599,634 | |
| 5 | SO |
Southern Co
|
298,169 | $28,537,753 | |
| 6 | ETR |
Entergy Corp /De/
|
177,320 | $20,366,974 | |
| 7 | D |
Dominion Energy, Inc
This page
|
147,840 | $10,095,992 | |
| 8 | DTE |
Dte Energy Co
|
33,781 | $5,147,209 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,095,992 | 147,840 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $8,967,856 | 145,064 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,398,322 | 40,934 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,285,800 | 37,368 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,031,441 | 35,942 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,169,010 | 38,684 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,589,911 | 48,086 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,367,711 | 58,275 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,194,016 | 65,184 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,434,412 | 49,490 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,749,218 | 58,494 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,827,458 | 85,683 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,193,279 | 80,967 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,672,850 | 101,464 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,406,651 | 104,479 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,592,237 | 124,327 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $11,143,230 | 139,622 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $12,209,763 | 143,695 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $11,461,825 | 145,899 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,656,537 | 145,940 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,159,502 | 165,278 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $10,251,637 | 134,961 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,414,062 | 125,187 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $9,978,251 | 126,419 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $33,939,895 | 418,082 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $14,300,188 | 198,091 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||