Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,194
+$3,154 QoQ
Shares Held
325
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,387
of 1,537 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $1,039,240 across 30 Utilities - Regulated Electric names. D ranks #15 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
2,584 | $133,928 | |
| 2 | EXC |
Exelon Corp
|
2,671 | $124,522 | |
| 3 | ED |
Consolidated Edison Inc
|
916 | $101,337 | |
| 4 | PCG |
PG&E Corp
|
4,960 | $83,427 | |
| 5 | NEE |
Nextera Energy Inc
|
822 | $72,146 | |
| 6 | PPL |
PPL Corp
|
1,291 | $46,927 | |
| 7 | CMS |
Cms Energy Corp
|
588 | $44,982 | |
| 8 | DUK |
Duke Energy CORP
|
355 | $44,935 |
All Filings in D
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,194 | 325 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $19,040 | 308 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $26,248 | 448 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,954 | 457 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $29,446 | 521 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $38,183 | 681 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $81,005 | 1,504 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $74,375 | 1,287 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $63,063 | 1,287 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $81,163 | 1,650 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $29,657 | 631 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,153 | 384 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,301 | 392 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $22,140 | 396 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,098 | 393 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,367 | 396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $188,830 | 2,366 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $33,478 | 394 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,661 | 263 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||