Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$183,275,810
+$25,306,609 QoQ
Shares Held
2,683,787
+5.0% QoQ
Ownership
0.305%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#35
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 13%
None 13%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. D ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
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|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,275,810 | 2,683,787 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $157,969,201 | 2,555,309 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $146,925,789 | 2,507,694 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $152,362,602 | 2,490,806 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $134,943,024 | 2,387,527 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $127,310,577 | 2,270,565 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $117,960,776 | 2,190,137 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $123,959,143 | 2,144,993 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $104,240,493 | 2,127,357 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $100,248,135 | 2,037,978 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $91,851,348 | 1,954,284 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $71,147,649 | 1,592,739 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $88,951,291 | 1,717,538 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $91,127,370 | 1,629,894 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $96,486,037 | 1,573,484 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $110,648,425 | 1,601,048 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $126,964,698 | 1,590,837 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $131,248,910 | 1,544,650 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $118,827,420 | 1,512,569 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $111,324,174 | 1,524,571 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $110,715,860 | 1,504,905 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $114,497,622 | 1,507,341 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $115,860,113 | 1,540,693 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $123,769,343 | 1,568,090 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $127,105,555 | 1,565,725 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $112,335,508 | 1,556,109 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||