Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$646,842
+$228,692 QoQ
Shares Held
9,472
+40.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#754
of 1,537 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $41,154,022 across 23 Utilities - Regulated Electric names. D ranks #14 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
194,124 | $17,038,263 | |
| 2 | SO |
Southern Co
|
29,533 | $2,826,603 | |
| 3 | DUK |
Duke Energy CORP
|
21,668 | $2,742,734 | |
| 4 | ED |
Consolidated Edison Inc
|
22,196 | $2,455,542 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,520 | $1,576,051 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
18,543 | $1,504,949 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
12,703 | $1,483,329 | |
| 8 | PCG |
PG&E Corp
|
79,575 | $1,338,451 |
All Filings in D
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,842 | 9,472 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $418,150 | 6,764 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $485,593 | 8,288 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $511,809 | 8,367 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $483,585 | 8,556 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $361,259 | 6,443 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $246,355 | 4,574 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $315,302 | 5,456 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $278,516 | 5,684 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $217,665 | 4,425 | Shares | Defined | 2024-05-17 | |
| 2023-03-31 | $382,088 | 6,834 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $583,397 | 9,514 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $696,559 | 10,079 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $807,277 | 10,115 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $799,567 | 9,410 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $728,171 | 9,269 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $805,555 | 11,032 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $494,463 | 6,721 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $605,856 | 7,976 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,552,401 | 87,133 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,928,159 | 87,776 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $568,908 | 7,008 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $775,464 | 10,742 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||