Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$558,817
+$52,944 QoQ
Shares Held
8,183
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#793
of 1,537 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026V-Square Quantitative Management LLC holds $14,466,668 across 24 Utilities - Regulated Electric names. D ranks #14 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
14,917 | $1,309,265 | |
| 2 | ED |
Consolidated Edison Inc
|
10,666 | $1,179,979 | |
| 3 | EIX |
Edison International
|
14,225 | $1,059,051 | |
| 4 | EXC |
Exelon Corp
|
21,459 | $1,000,418 | |
| 5 | DUK |
Duke Energy CORP
|
7,160 | $906,312 | |
| 6 | CMS |
Cms Energy Corp
|
11,560 | $884,340 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,866 | $800,724 | |
| 8 | SO |
Southern Co
|
8,004 | $766,062 |
All Filings in D
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,817 | 8,183 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $505,873 | 8,183 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $511,666 | 8,733 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $702,476 | 11,484 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $645,232 | 11,416 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $651,477 | 11,619 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $656,607 | 12,191 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $666,665 | 11,536 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $472,899 | 9,651 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $447,333 | 9,094 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $265,080 | 5,640 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $251,938 | 5,640 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $76,856 | 1,484 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||