Position in D
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$30,494,136
-$3,579,522 QoQ
Shares Held
493,273
-15.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $649,187,785 across 33 Utilities - Regulated Electric names. D ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,191,696 | $203,564,724 | |
| 2 | SO |
Southern Co
|
890,580 | $85,958,781 | |
| 3 | DUK |
Duke Energy CORP
|
532,024 | $69,663,222 | |
| 4 | ED |
Consolidated Edison Inc
|
320,701 | $36,296,939 | |
| 5 | AEP |
American Electric Power Co Inc
|
236,808 | $31,040,792 | |
| 6 | D |
Dominion Energy, Inc
This page
|
493,273 | $30,494,136 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
159,726 | $18,491,479 | |
| 8 | XEL |
Xcel Energy Inc
|
229,916 | $18,264,527 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,494,136 | 493,273 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $34,073,658 | 581,561 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $35,701,809 | 583,649 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $33,204,426 | 587,481 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $33,922,462 | 605,002 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $31,992,840 | 594,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $33,225,782 | 574,940 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $27,619,193 | 563,657 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $25,749,833 | 523,477 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $21,703,660 | 461,780 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $21,226,290 | 475,180 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $24,709,267 | 477,105 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $26,013,301 | 465,271 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,814,506 | 453,596 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $31,287,202 | 452,716 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $38,812,161 | 486,307 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $38,545,280 | 453,634 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $34,196,382 | 435,290 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $30,806,115 | 421,886 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $30,494,765 | 414,500 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $30,873,942 | 406,450 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $30,264,089 | 402,448 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $32,147,162 | 407,287 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $33,632,955 | 414,301 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $29,433,090 | 407,717 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||