Position in D
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$8,428,488
+$786,733 QoQ
Shares Held
123,422
-0.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#237
of 1,533 holders
Holding Since
Jun 2022
17 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, 2026ADVOCATE GROUP LLC holds $51,908,855 across 7 Utilities - Regulated Electric names. D ranks #4 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
127,851 | $11,050,161 | |
| 2 | DUK |
Duke Energy CORP
|
78,306 | $9,911,973 | |
| 3 | SO |
Southern Co
|
101,592 | $9,723,370 | |
| 4 | D |
Dominion Energy, Inc
This page
|
123,422 | $8,428,488 | |
| 5 | XEL |
Xcel Energy Inc
|
94,246 | $7,567,953 | |
| 6 | NEE |
Nextera Energy Inc
|
53,482 | $4,694,115 | |
| 7 | CNP |
Centerpoint Energy Inc
|
12,098 | $532,795 |
All Filings in D
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,428,488 | 123,422 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,641,755 | 123,613 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,286,018 | 124,356 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,061,716 | 131,792 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,645,177 | 135,265 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,725,268 | 137,779 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,452,446 | 138,367 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,944,160 | 137,466 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,597,605 | 134,645 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,359,676 | 129,288 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,514,980 | 117,340 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,722,021 | 105,709 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,915,298 | 114,217 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,523,858 | 116,685 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,224,783 | 117,821 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $9,376,775 | 135,679 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $11,199,497 | 140,327 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||