Position in D
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,967,856
+$6,569,534 QoQ
Shares Held
145,064
+254.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Baird Financial Group, Inc. holds $434,841,543 across 25 Utilities - Regulated Electric names. D ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
706,338 | $92,487,897 | |
| 2 | AEP |
American Electric Power Co Inc
|
641,112 | $84,036,959 | |
| 3 | NEE |
Nextera Energy Inc
|
862,126 | $80,074,262 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
553,929 | $64,128,359 | |
| 5 | SO |
Southern Co
|
299,473 | $28,905,133 | |
| 6 | ETR |
Entergy Corp /De/
|
182,464 | $20,501,653 | |
| 7 | EIX |
Edison International
|
231,960 | $16,974,832 | |
| 8 | D |
Dominion Energy, Inc
This page
|
145,064 | $8,967,856 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||