Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,502,178
+$2,146,088 QoQ
Shares Held
358,796
-0.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#133
of 1,537 holders
Holding Since
Mar 2020
26 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, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. D ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
This page
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,502,178 | 358,796 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $22,356,090 | 361,632 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,153,774 | 326,912 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,868,131 | 308,454 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,701,505 | 207,033 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,804,632 | 192,699 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,363,776 | 173,854 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,777,546 | 186,495 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,993,738 | 224,362 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $11,050,681 | 224,653 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $3,799,104 | 80,832 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,783,638 | 84,702 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,988,555 | 77,014 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,908,500 | 69,907 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,113,039 | 67,075 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,750,163 | 39,794 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,011,630 | 37,735 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,961,884 | 34,858 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,830,281 | 36,027 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,913,644 | 39,902 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,349,531 | 31,936 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,072,340 | 27,282 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,031,001 | 27,008 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $777,697 | 9,853 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $775,593 | 9,554 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $658,805 | 9,126 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||