Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$80,309
+$7,609 QoQ
Shares Held
1,176
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,289
of 1,537 holders
Holding Since
Mar 2020
7 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, 2026BFSG, LLC holds $31,582,876 across 18 Utilities - Regulated Electric names. D ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
74,241 | $7,105,606 | |
| 2 | NEE |
Nextera Energy Inc
|
76,001 | $6,670,607 | |
| 3 | ES |
Eversource Energy
|
58,477 | $4,226,132 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
36,571 | $3,913,097 | |
| 5 | EXC |
Exelon Corp
|
59,529 | $2,775,241 | |
| 6 | DUK |
Duke Energy CORP
|
14,406 | $1,823,511 | |
| 7 | AEP |
American Electric Power Co Inc
|
10,955 | $1,498,753 | |
| 8 | EMA |
Emera Inc
|
27,894 | $1,478,939 |
All Filings in D
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,309 | 1,176 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $72,700 | 1,176 | Shares | Sole | 2026-04-29 | |
| 2022-06-30 | $1,590,693 | 19,931 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,710,361 | 20,129 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,590,682 | 20,248 | Shares | Sole | 2022-01-24 | |
| 2020-06-30 | $2,723,832 | 33,553 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,397,285 | 33,208 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||