Position in D
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$552,739
-$41,907 QoQ
Shares Held
8,094
-15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#800
of 1,536 holders
Holding Since
Mar 2020
24 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, 2026CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. D ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
16,824 | $2,301,691 | |
| 2 | SO |
Southern Co
|
21,222 | $2,031,157 | |
| 3 | NEE |
Nextera Energy Inc
|
21,432 | $1,881,086 | |
| 4 | DUK |
Duke Energy CORP
|
7,220 | $913,907 | |
| 5 | PPL |
PPL Corp
|
19,600 | $712,460 | |
| 6 | DTE |
Dte Energy Co
|
4,465 | $680,332 | |
| 7 | XEL |
Xcel Energy Inc
|
7,595 | $609,878 | |
| 8 | D |
Dominion Energy, Inc
This page
|
8,094 | $552,739 |
All Filings in D
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,739 | 8,094 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $594,646 | 9,619 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $526,606 | 8,988 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $640,144 | 10,465 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $332,281 | 5,879 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $333,280 | 5,944 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $276,948 | 5,142 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $275,658 | 4,770 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $222,950 | 4,550 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $211,172 | 4,293 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $183,911 | 3,913 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $234,830 | 5,257 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $272,622 | 5,264 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $233,871 | 4,183 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $303,840 | 4,955 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $130,569 | 1,636 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $266,720 | 3,139 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $206,354 | 2,826 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $196,431 | 2,670 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $114,623 | 1,509 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $112,800 | 1,500 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $154,308 | 1,955 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $149,614 | 1,843 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $124,744 | 1,728 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||