Position in D
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$367,458
+$4,435 QoQ
Shares Held
5,944
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $17,366,465 across 18 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,930 | $2,626,956 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
29,601 | $2,402,417 | |
| 3 | SO |
Southern Co
|
18,246 | $1,746,324 | |
| 4 | PCG |
PG&E Corp
|
96,842 | $1,628,882 | |
| 5 | EIX |
Edison International
|
20,803 | $1,548,783 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,647 | $1,319,806 | |
| 7 | ES |
Eversource Energy
|
13,214 | $954,975 | |
| 8 | ED |
Consolidated Edison Inc
|
7,944 | $878,844 |
All Filings in D
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $367,458 | 5,944 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $363,023 | 6,196 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $425,376 | 6,954 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $334,146 | 5,912 | Shares | Sole | 2025-08-01 | |
| 2022-06-30 | $409,265 | 5,128 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $439,549 | 5,173 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $388,007 | 4,939 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $330,488 | 4,526 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $504,248 | 6,854 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $507,792 | 6,685 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $488,499 | 6,496 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $419,512 | 5,315 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||