Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$379,282
+$86,318 QoQ
Shares Held
5,554
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#942
of 1,537 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Interchange Capital Partners, LLC holds $3,401,792 across 7 Utilities - Regulated Electric names. D ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,029 | $1,494,635 | |
| 2 | DUK |
Duke Energy CORP
|
4,847 | $613,533 | |
| 3 | D |
Dominion Energy, Inc
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|
5,554 | $379,282 | |
| 4 | ED |
Consolidated Edison Inc
|
2,317 | $256,329 | |
| 5 | EXC |
Exelon Corp
|
4,879 | $227,458 | |
| 6 | SO |
Southern Co
|
2,268 | $217,070 | |
| 7 | ES |
Eversource Energy
|
2,954 | $213,485 |
All Filings in D
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,282 | 5,554 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $292,964 | 4,739 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $326,522 | 5,573 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $362,676 | 5,929 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $288,252 | 5,100 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $274,574 | 4,897 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $262,890 | 4,881 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $292,070 | 5,054 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $241,962 | 4,938 | Shares | Sole | 2024-07-31 | |
| 2021-09-30 | $339,469 | 4,649 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $383,226 | 5,209 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $386,636 | 5,090 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $395,100 | 5,254 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||