Position in D
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$213,217
+$12,430 QoQ
Shares Held
3,449
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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, 2026FLAGSHIP HARBOR ADVISORS, LLC holds $7,802,496 across 11 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,375 | $2,402,703 | |
| 2 | ETR |
Entergy Corp /De/
|
8,004 | $919,339 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,599 | $902,809 | |
| 4 | ES |
Eversource Energy
|
9,661 | $698,200 | |
| 5 | SO |
Southern Co
|
6,493 | $621,445 | |
| 6 | XEL |
Xcel Energy Inc
|
7,714 | $619,434 | |
| 7 | DUK |
Duke Energy CORP
|
4,229 | $535,306 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,330 | $351,422 |
All Filings in D
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,217 | 3,449 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $200,787 | 3,427 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $208,895 | 3,415 | Shares | Sole | 2025-11-05 | |
| 2023-09-30 | $206,822 | 4,630 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $250,974 | 4,846 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $241,083 | 4,312 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $334,010 | 5,447 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $355,225 | 5,140 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $414,213 | 5,190 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $437,765 | 5,152 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $388,636 | 4,947 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $351,810 | 4,818 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $354,460 | 4,818 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $350,403 | 4,613 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $346,521 | 4,608 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $451,874 | 5,725 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $876,013 | 10,791 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $454,724 | 6,299 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||