Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,959,868
-$923,482 QoQ
Shares Held
292,281
-13.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#151
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,148,550,116 across 33 Utilities - Regulated Electric names. D ranks #14 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,959,868 | 292,281 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $20,883,350 | 337,809 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $19,714,068 | 336,475 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,403,326 | 366,247 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $20,350,646 | 360,061 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,324,852 | 326,821 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $23,366,027 | 433,829 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $28,854,948 | 499,307 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $30,148,426 | 615,274 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $30,595,194 | 621,980 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $26,919,485 | 572,755 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $25,892,203 | 579,633 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $28,235,698 | 545,196 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $33,189,740 | 593,628 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $33,007,142 | 538,277 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $33,514,685 | 484,947 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,262,388 | 454,359 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $37,859,484 | 445,563 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $33,213,673 | 422,781 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $31,529,669 | 431,795 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,629,651 | 375,556 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $28,216,251 | 371,462 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $28,556,519 | 379,741 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $39,468,549 | 500,045 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $58,916,869 | 725,756 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $56,442,542 | 781,861 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||