Position in D
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$984,807,495
+$178,299,158 QoQ
Shares Held
15,930,241
+15.7% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14.423121407893328.ToString("F0")%
Shared 0.ToString("F0")%
None 85.57687859210668.ToString("F0")%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Derivatives in D
reported options exposure · as of Jun 30, 2025CallValue
$3,193,380
CallShares
56,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $17,431,210,044 across 41 Utilities - Regulated Electric names. D ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,352,695 | $2,912,038,307 | |
| 2 | XEL |
Xcel Energy Inc
|
29,441,811 | $2,338,857,461 | |
| 3 | ETR |
Entergy Corp /De/
|
17,369,775 | $1,951,667,915 | |
| 4 | DUK |
Duke Energy CORP
|
9,348,566 | $1,224,101,228 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
14,249,114 | $1,153,465,774 | |
| 6 | D |
Dominion Energy, Inc
This page
|
15,930,241 | $984,807,495 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
7,970,050 | $922,692,685 | |
| 8 | SO |
Southern Co
|
8,380,592 | $808,894,735 |
All Filings in D
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $984,807,495 | 15,930,241 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $806,508,337 | 13,765,290 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $897,870,568 | 14,678,283 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $802,516,850 | 14,198,812 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $3,193,380 | 56,500 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $767,435,861 | 13,687,103 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $643,422,058 | 11,946,195 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $670,909,996 | 11,609,448 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $543,624,424 | 11,094,376 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $2,572,500 | 52,500 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $570,403,841 | 11,595,931 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,554,300 | 96,900 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $461,025,021 | 9,809,043 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $4,258,200 | 90,600 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $482,685,256 | 10,805,580 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $2,702,535 | 60,500 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $2,291,571 | 51,300 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $2,656,827 | 51,300 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $3,133,295 | 60,500 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $576,223,045 | 11,126,145 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,548,707 | 27,700 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $637,881,547 | 11,409,078 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $29,425,433 | 526,300 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $70,033,572 | 1,142,100 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $919,800 | 15,000 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $613,474,526 | 10,004,477 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $801,698,456 | 11,600,325 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $1,036,650 | 15,000 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $1,036,650 | 15,000 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $911,670,184 | 11,423,007 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $937,382,748 | 11,031,926 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,388,224 | 30,400 | Call | Defined | 2022-02-08 | |
| 2021-12-31 | $6,127,680 | 78,000 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $821,335,526 | 10,454,882 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $845,979,850 | 11,585,591 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $5,695,560 | 78,000 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $2,219,808 | 30,400 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $819,156,773 | 11,134,386 | Shares | Defined | 2021-09-13 | |
| 2021-06-30 | $2,236,528 | 30,400 | Call | Defined | 2021-09-13 | |
| 2021-06-30 | $5,738,460 | 78,000 | Put | Defined | 2021-09-13 | |
| 2021-03-31 | $205,092 | 2,700 | Call | Defined | 2021-05-14 | |
| 2021-03-31 | $799,202,121 | 10,521,355 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $649,188,586 | 8,632,827 | Shares | Defined | 2021-02-10 | |
| 2020-12-31 | $60,160 | 800 | Put | Defined | 2021-02-10 | |
| 2020-09-30 | $55,251 | 700 | Call | Defined | 2020-11-13 | |
| 2020-09-30 | $63,144 | 800 | Put | Defined | 2020-11-13 | |
| 2020-09-30 | $741,907,266 | 9,399,560 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $56,826 | 700 | Call | Defined | 2020-08-14 | |
| 2020-06-30 | $765,890,514 | 9,434,473 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $64,944 | 800 | Put | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||