Position in D
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$7,666,371
+$1,918,162 QoQ
Shares Held
112,262
+20.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#240
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. D ranks #16 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,666,371 | 112,262 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $5,748,209 | 92,983 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,284,480 | 107,262 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,133,019 | 83,914 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,571,450 | 80,882 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,478,975 | 62,047 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,962,946 | 55,012 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,921,571 | 67,859 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,898,497 | 59,153 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,885,141 | 58,653 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,940,348 | 41,284 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,090,064 | 46,789 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,470,641 | 47,705 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,147,397 | 56,294 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,819,990 | 62,296 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,761,588 | 54,429 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,847,799 | 48,212 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,128,607 | 48,589 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,240,285 | 41,246 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,749,129 | 37,649 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,008,019 | 27,294 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,919,205 | 25,266 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,233,440 | 29,700 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,103,843 | 39,324 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $2,781,145 | 34,259 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,880,092 | 39,896 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||