Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$258,035,264
+$45,163,968 QoQ
Shares Held
3,778,522
+9.7% QoQ
Ownership
0.430%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#29
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Derivatives in D
reported options exposure · as of Mar 31, 2024CallValue
$34,433,000
CallShares
700,000
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 Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. D ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
This page
|
3,778,522 | $258,035,264 |
All Filings in D
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,035,264 | 3,778,522 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $212,871,296 | 3,443,405 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $161,288,658 | 2,752,836 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $154,849,345 | 2,531,459 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $124,802,035 | 2,208,104 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $116,900,956 | 2,084,911 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $229,461,855 | 4,260,339 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $245,924,591 | 4,255,487 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $231,567,091 | 4,725,859 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $238,088,403 | 4,840,179 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $34,433,000 | 700,000 | Call | Defined | 2024-05-10 | |
| 2023-12-31 | $206,738,853 | 4,398,699 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $32,900,000 | 700,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $138,165,870 | 3,093,035 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $197,606,711 | 3,815,538 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $202,102,235 | 3,614,778 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $206,799,489 | 3,372,464 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $242,857,375 | 3,514,070 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $19,613,418 | 283,800 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $264,766,879 | 3,317,465 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $295,256,218 | 3,474,829 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $262,242,626 | 3,338,119 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $279,858,421 | 3,832,627 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $263,506,843 | 3,581,716 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $273,284,404 | 3,597,741 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $290,769,296 | 3,866,613 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $295,292,282 | 3,741,192 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $517,311,104 | 6,372,396 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $472,927,948 | 6,551,156 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||