Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,710,204
+$404,318 QoQ
Shares Held
83,617
-2.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#284
of 1,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $63,030,703 across 19 Utilities - Regulated Electric names. D ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
174,727 | $15,335,788 | |
| 2 | SO |
Southern Co
|
76,426 | $7,314,732 | |
| 3 | AEP |
American Electric Power Co Inc
|
49,974 | $6,836,942 | |
| 4 | D |
Dominion Energy, Inc
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|
83,617 | $5,710,204 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
40,494 | $4,728,483 | |
| 6 | ETR |
Entergy Corp /De/
|
37,368 | $4,292,088 | |
| 7 | XEL |
Xcel Energy Inc
|
46,626 | $3,744,067 | |
| 8 | NGG |
National Grid PLC
|
37,747 | $3,128,092 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,710,204 | 83,617 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,305,886 | 85,828 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,924,592 | 66,984 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $4,387,417 | 71,725 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,602,528 | 63,739 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,967,240 | 88,590 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $2,139,265 | 39,719 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $2,009,936 | 34,780 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,650,124 | 33,676 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,614,464 | 32,821 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,353,929 | 28,807 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,416,619 | 31,713 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,269,747 | 43,826 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,474,575 | 44,260 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,226,835 | 36,315 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,757,280 | 39,897 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,177,136 | 27,279 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $653,164 | 7,687 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $536,407 | 6,828 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $507,196 | 6,946 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $327,312 | 4,449 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $329,514 | 4,338 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $482,107 | 6,411 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $498,048 | 6,310 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $479,773 | 5,910 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $203,864 | 2,824 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||