Position in D
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,252,486
+$405,366 QoQ
Shares Held
62,271
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#320
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. D ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
266,440 | $23,385,438 | |
| 2 | SO |
Southern Co
|
130,520 | $12,492,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
31,951 | $4,371,216 | |
| 4 | D |
Dominion Energy, Inc
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|
62,271 | $4,252,486 | |
| 5 | ED |
Consolidated Edison Inc
|
35,652 | $3,944,180 | |
| 6 | ES |
Eversource Energy
|
50,590 | $3,656,139 | |
| 7 | DUK |
Duke Energy CORP
|
28,537 | $3,612,213 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
38,959 | $3,161,912 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,252,486 | 62,271 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,847,120 | 62,231 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,509,423 | 59,898 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,933,353 | 64,302 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,669,391 | 64,922 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,640,064 | 64,920 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,728,744 | 32,097 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,710,699 | 29,602 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,367,884 | 27,916 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,345,740 | 27,358 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,391,294 | 29,602 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,494,747 | 33,462 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,061,345 | 39,802 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,811,707 | 32,404 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,074,516 | 33,831 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,358,586 | 34,128 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,638,917 | 33,065 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,909,202 | 34,238 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,851,728 | 36,300 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,641,279 | 36,172 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,801,251 | 38,076 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,149,529 | 41,463 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,906,640 | 51,950 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,324,495 | 54,789 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,298,318 | 52,948 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,369,468 | 46,675 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||