Position in D
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$62,737,223
+$62,431,325 QoQ
Shares Held
1,014,837
+19337.6% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 quarters on record
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Empower Advisory Group, LLC holds $1,104,942,454 across 12 Utilities - Regulated Electric names. D ranks #9 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,108,480 | $195,835,622 | |
| 2 | DUK |
Duke Energy CORP
|
1,358,766 | $177,916,820 | |
| 3 | SO |
Southern Co
|
1,583,291 | $152,819,247 | |
| 4 | AEP |
American Electric Power Co Inc
|
867,624 | $113,728,153 | |
| 5 | PPL |
PPL Corp
|
2,663,033 | $101,727,860 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
887,609 | $89,426,606 | |
| 7 | ES |
Eversource Energy
|
1,276,081 | $88,406,891 | |
| 8 | EVRG |
Evergy, Inc.
|
1,068,450 | $87,527,424 |
All Filings in D
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,737,223 | 1,014,837 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $305,898 | 5,221 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $14,267,123 | 254,452 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,726,598 | 254,857 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,609,889 | 252,810 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $12,438,895 | 253,855 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $12,524,364 | 254,612 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,357,879 | 241,657 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,400,372 | 188,054 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $11,000,040 | 212,397 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,211,911 | 200,535 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||