Position in D
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$22,269,418
+$1,372,769 QoQ
Shares Held
360,230
+1.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 8%
Shared 1%
None 92%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Pathstone Holdings, LLC holds $165,781,449 across 33 Utilities - Regulated Electric names. D ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
283,321 | $26,314,853 | |
| 2 | D |
Dominion Energy, Inc
This page
|
360,230 | $22,269,418 | |
| 3 | DUK |
Duke Energy CORP
|
102,355 | $13,402,362 | |
| 4 | SO |
Southern Co
|
135,153 | $13,044,966 | |
| 5 | NGG |
National Grid PLC
|
116,208 | $9,831,196 | |
| 6 | AEP |
American Electric Power Co Inc
|
68,117 | $8,928,775 | |
| 7 | XEL |
Xcel Energy Inc
|
87,438 | $6,946,074 | |
| 8 | ETR |
Entergy Corp /De/
|
53,837 | $6,049,124 |
All Filings in D
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,269,418 | 360,230 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $20,896,649 | 356,659 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,880,691 | 357,703 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,757,469 | 349,566 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $19,294,414 | 344,113 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,053,709 | 335,197 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $19,533,077 | 338,001 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $16,133,985 | 329,265 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $15,731,207 | 319,805 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $15,117,503 | 321,649 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||