Position in D
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$219,074
+$20,756 QoQ
Shares Held
3,208
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,173
of 1,535 holders
Holding Since
Mar 2020
26 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, 2026Rosenberg Matthew Hamilton holds $2,829,320 across 18 Utilities - Regulated Electric names. D ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
4,654 | $445,434 | |
| 2 | DUK |
Duke Energy CORP
|
3,100 | $392,398 | |
| 3 | NEE |
Nextera Energy Inc
|
3,942 | $345,989 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
3,715 | $301,509 | |
| 5 | XEL |
Xcel Energy Inc
|
3,427 | $275,188 | |
| 6 | D |
Dominion Energy, Inc
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|
3,208 | $219,074 | |
| 7 | EXC |
Exelon Corp
|
4,580 | $213,519 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,470 | $201,110 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,074 | 3,208 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $198,318 | 3,208 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $185,144 | 3,160 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $193,297 | 3,160 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $178,603 | 3,160 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $154,136 | 2,749 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $149,353 | 2,773 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $160,367 | 2,775 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $135,975 | 2,775 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $136,846 | 2,782 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $121,542 | 2,586 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $54,140 | 1,212 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $79,808 | 1,541 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $143,856 | 2,573 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $165,502 | 2,699 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $189,914 | 2,748 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $206,069 | 2,582 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $225,085 | 2,649 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $204,570 | 2,604 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $206,719 | 2,831 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $217,325 | 2,954 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $212,308 | 2,795 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $153,107 | 2,036 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $130,787 | 1,657 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $144,175 | 1,776 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $104,603 | 1,449 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||