Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,614,598
+$3,236,125 QoQ
Shares Held
82,217
+111.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#287
of 1,537 holders
Holding Since
Mar 2020
21 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, 2026IEQ CAPITAL, LLC holds $285,890,957 across 27 Utilities - Regulated Electric names. D ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
1,106,048 | $82,345,273 | |
| 2 | PCG |
PG&E Corp
|
4,324,529 | $72,738,577 | |
| 3 | ES |
Eversource Energy
|
595,400 | $43,029,558 | |
| 4 | DTE |
Dte Energy Co
|
115,133 | $17,542,815 | |
| 5 | FTS |
Fortis Inc.
|
274,795 | $15,726,517 | |
| 6 | ED |
Consolidated Edison Inc
|
63,797 | $7,057,862 | |
| 7 | POR |
Portland General Electric Co /Or/
|
133,023 | $6,894,582 | |
| 8 | OGE |
Oge Energy Corp.
|
129,675 | $6,309,985 |
All Filings in D
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,614,598 | 82,217 | Shares | Other | 2026-08-11 | |
| 2025-09-30 | $2,378,473 | 38,883 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $5,295,358 | 93,690 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $5,403,802 | 96,376 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,537,236 | 47,108 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $2,868,233 | 49,632 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,743,371 | 35,579 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,392,864 | 28,316 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,346,691 | 28,653 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $853,688 | 19,111 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $994,523 | 19,203 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $959,806 | 17,167 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $886,809 | 14,462 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,407,701 | 20,369 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $906,801 | 11,362 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $831,261 | 9,783 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $545,284 | 6,941 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $533,483 | 7,306 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $284,863 | 3,872 | Shares | Other | 2021-07-29 | |
| 2020-09-30 | $215,478 | 2,730 | Shares | Other | 2020-11-03 | |
| 2020-03-31 | $556,584 | 7,710 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||