Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$695,123
+$323,462 QoQ
Shares Held
10,179
+69.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#728
of 1,537 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cresset Asset Management, LLC holds $85,249,756 across 22 Utilities - Regulated Electric names. D ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,249 | $26,001,774 | |
| 2 | PPL |
PPL Corp
|
295,058 | $10,725,358 | |
| 3 | EXC |
Exelon Corp
|
220,583 | $10,283,579 | |
| 4 | ED |
Consolidated Edison Inc
|
77,546 | $8,578,913 | |
| 5 | XEL |
Xcel Energy Inc
|
87,465 | $7,023,439 | |
| 6 | ES |
Eversource Energy
|
84,891 | $6,135,072 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
19,059 | $2,225,519 | |
| 8 | DUK |
Duke Energy CORP
|
17,146 | $2,170,340 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,123 | 10,179 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $371,661 | 6,012 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $483,015 | 8,244 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $959,370 | 16,974 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,044,135 | 18,622 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,034,542 | 19,208 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,152,846 | 71,861 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,444,651 | 70,299 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,100,199 | 63,025 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,272,403 | 48,349 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,336,106 | 52,297 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,845,122 | 35,627 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $793,586 | 14,194 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $820,522 | 13,381 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,108,662 | 16,042 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,310,879 | 16,425 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,963,146 | 23,104 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,798,788 | 22,897 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $947,653 | 12,978 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $847,747 | 11,523 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $863,361 | 11,366 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $773,281 | 10,283 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $845,419 | 10,711 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $905,968 | 11,160 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $693,096 | 9,601 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||