Position in D
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$683,514
-$43,056 QoQ
Shares Held
10,009
-14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#733
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Verdence Capital Advisors LLC holds $18,144,685 across 11 Utilities - Regulated Electric names. D ranks #10 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
36,180 | $3,175,518 | |
| 2 | DUK |
Duke Energy CORP
|
23,210 | $2,937,921 | |
| 3 | SO |
Southern Co
|
25,643 | $2,454,291 | |
| 4 | FE |
Firstenergy Corp
|
41,492 | $1,972,529 | |
| 5 | NGG |
National Grid PLC
|
21,124 | $1,750,545 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
14,573 | $1,701,689 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,222 | $1,261,661 | |
| 8 | PPL |
PPL Corp
|
30,169 | $1,096,643 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,514 | 10,009 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $726,570 | 11,753 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $678,647 | 11,583 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,190,184 | 19,457 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $246,709 | 4,365 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $262,856 | 4,688 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $241,292 | 4,480 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $748,380 | 12,950 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,145,473 | 23,377 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,364,924 | 27,748 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $540,124 | 11,492 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,162,090 | 26,015 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,163,462 | 22,465 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,060,724 | 18,972 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $496,446 | 8,096 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,358,011 | 19,650 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,387,097 | 17,380 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,574,579 | 18,531 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,171,172 | 14,908 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,063,682 | 14,567 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $767,335 | 10,430 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $773,728 | 10,186 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $726,883 | 9,666 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $766,489 | 9,711 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,316,577 | 16,218 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,201,458 | 16,643 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||