Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$676,002
+$69,054 QoQ
Shares Held
9,899
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#741
of 1,533 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, 2026SouthState Bank Corp holds $37,531,930 across 26 Utilities - Regulated Electric names. D ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
302,610 | $26,560,079 | |
| 2 | DUK |
Duke Energy CORP
|
43,805 | $5,544,836 | |
| 3 | SO |
Southern Co
|
31,080 | $2,974,666 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,414 | $740,688 | |
| 5 | D |
Dominion Energy, Inc
This page
|
9,899 | $676,002 | |
| 6 | XEL |
Xcel Energy Inc
|
4,931 | $395,958 | |
| 7 | ED |
Consolidated Edison Inc
|
2,440 | $269,936 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,149 | $93,252 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,002 | 9,899 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $606,948 | 9,818 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $668,627 | 11,412 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $793,925 | 12,979 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $702,598 | 12,431 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $672,110 | 11,987 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $723,824 | 13,439 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $816,456 | 14,128 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $837,557 | 17,093 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $917,048 | 18,643 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $1,043,494 | 22,202 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,159,007 | 25,946 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $1,502,064 | 29,003 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $1,802,985 | 32,248 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $1,847,203 | 30,124 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,061,503 | 44,299 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $3,545,319 | 44,422 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $3,768,163 | 44,347 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $3,430,243 | 43,664 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,093,929 | 42,371 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $3,122,972 | 42,449 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $3,197,915 | 42,100 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,621,255 | 48,155 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,472,955 | 31,331 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $2,477,612 | 30,520 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $2,429,698 | 33,657 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||