Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$363,575
+$136,511 QoQ
Shares Held
5,324
+44.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#958
of 1,537 holders
Holding Since
Mar 2020
22 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, 2026StoneX Group Inc. holds $36,436,869 across 15 Utilities - Regulated Electric names. D ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
177,481 | $14,251,724 | |
| 2 | SO |
Southern Co
|
69,316 | $6,634,234 | |
| 3 | ETR |
Entergy Corp /De/
|
29,259 | $3,360,688 | |
| 4 | DUK |
Duke Energy CORP
|
22,333 | $2,826,911 | |
| 5 | PPL |
PPL Corp
|
57,892 | $2,104,374 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,669 | $1,870,055 | |
| 7 | EXC |
Exelon Corp
|
35,161 | $1,639,205 | |
| 8 | NEE |
Nextera Energy Inc
|
10,389 | $911,842 |
All Filings in D
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,575 | 5,324 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $227,064 | 3,673 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $919,980 | 15,702 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,001,169 | 16,367 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $859,217 | 15,202 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $823,163 | 14,681 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $912,927 | 16,950 | Shares | Defined | 2025-08-13 | |
| 2024-09-30 | $358,066 | 6,196 | Shares | Defined | 2025-08-13 | |
| 2024-03-31 | $211,271 | 4,295 | Shares | Defined | 2025-08-13 | |
| 2023-09-30 | $368,750 | 8,255 | Shares | Defined | 2025-08-13 | |
| 2022-12-31 | $366,203 | 5,972 | Shares | Defined | 2025-08-13 | |
| 2022-09-30 | $810,245 | 11,724 | Shares | Defined | 2025-08-13 | |
| 2022-06-30 | $725,792 | 9,094 | Shares | Defined | 2025-08-13 | |
| 2022-03-31 | $509,989 | 6,002 | Shares | Defined | 2025-08-13 | |
| 2021-12-31 | $511,661 | 6,513 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $476,236 | 6,522 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $386,095 | 5,248 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $447,784 | 5,895 | Shares | Defined | 2021-06-30 | |
| 2020-12-31 | $441,198 | 5,867 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $490,392 | 6,213 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $512,489 | 6,313 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $486,271 | 6,736 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||