Position in D
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,101,584
-$76,580 QoQ
Shares Held
16,131
-15.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#594
of 1,533 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NBT BANK N A /NY holds $12,294,721 across 23 Utilities - Regulated Electric names. D ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
80,095 | $7,029,937 | |
| 2 | SO |
Southern Co
|
18,501 | $1,770,729 | |
| 3 | D |
Dominion Energy, Inc
This page
|
16,131 | $1,101,584 | |
| 4 | DUK |
Duke Energy CORP
|
4,285 | $542,394 | |
| 5 | DTE |
Dte Energy Co
|
2,684 | $408,961 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,250 | $344,929 | |
| 7 | LNT |
Alliant Energy Corp
|
2,743 | $209,263 | |
| 8 | EXC |
Exelon Corp
|
4,144 | $193,193 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,584 | 16,131 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,178,164 | 19,058 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $973,706 | 16,619 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,020,559 | 16,684 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,100,216 | 19,466 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $984,924 | 17,566 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,005,619 | 18,671 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,074,893 | 18,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $974,757 | 19,893 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,023,494 | 20,807 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,069,673 | 22,759 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $856,234 | 19,168 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,071,275 | 20,685 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,215,035 | 21,732 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,468,000 | 23,940 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,785,871 | 25,841 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,027,094 | 25,399 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,019,651 | 23,769 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,881,668 | 23,952 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,825,718 | 25,003 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,839,838 | 25,008 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,907,583 | 25,113 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,925,721 | 25,608 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,119,900 | 26,858 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,070,738 | 25,508 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,873,618 | 25,954 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||