Position in D
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$298,358
+$26,907 QoQ
Shares Held
4,369
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,022
of 1,533 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 86%
Shared 14%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Essex Bank holds $5,392,547 across 11 Utilities - Regulated Electric names. D ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
12,293 | $1,176,562 | |
| 2 | NEE |
Nextera Energy Inc
|
10,666 | $936,154 | |
| 3 | DUK |
Duke Energy CORP
|
6,436 | $814,668 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,415 | $604,015 | |
| 5 | EXC |
Exelon Corp
|
7,497 | $349,509 | |
| 6 | D |
Dominion Energy, Inc
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|
4,369 | $298,358 | |
| 7 | ES |
Eversource Energy
|
3,518 | $254,245 | |
| 8 | OGE |
Oge Energy Corp.
|
5,215 | $253,761 |
All Filings in D
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,358 | 4,369 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $271,451 | 4,391 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $257,268 | 4,391 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $304,993 | 4,986 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $281,807 | 4,986 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $307,375 | 5,482 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $254,003 | 4,716 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $271,901 | 4,705 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $206,045 | 4,205 | Shares | Sole | 2024-07-23 | |
| 2022-09-30 | $231,517 | 3,350 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $229,453 | 2,875 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $235,791 | 2,775 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $202,291 | 2,575 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $315,518 | 4,321 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $330,696 | 4,495 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $336,502 | 4,430 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $332,308 | 4,419 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $348,791 | 4,419 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $343,796 | 4,235 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||