Position in D
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$833,410
+$44,711 QoQ
Shares Held
12,204
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#672
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. D ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
471,252 | $41,361,787 | |
| 2 | DUK |
Duke Energy CORP
|
175,888 | $22,263,902 | |
| 3 | SO |
Southern Co
|
38,937 | $3,726,659 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,910 | $3,134,316 | |
| 5 | EVRG |
Evergy, Inc.
|
19,427 | $1,679,075 | |
| 6 | LNT |
Alliant Energy Corp
|
14,555 | $1,110,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
13,016 | $1,056,377 | |
| 8 | AEE |
Ameren Corp
|
8,742 | $988,195 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,410 | 12,204 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $788,699 | 12,758 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $767,704 | 13,103 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $822,613 | 13,448 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $766,354 | 13,559 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $808,809 | 14,425 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $930,323 | 17,273 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $960,700 | 16,624 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $853,041 | 17,409 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,060,092 | 21,551 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $1,347,490 | 28,670 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $1,374,450 | 30,769 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $1,882,514 | 36,349 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $1,999,005 | 35,754 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $2,318,569 | 37,811 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $4,217,783 | 61,030 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $4,940,238 | 61,900 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $5,331,951 | 62,751 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $4,986,438 | 63,473 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,827,781 | 52,421 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,922,016 | 53,310 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,488,171 | 59,086 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $5,360,255 | 71,280 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $9,574,129 | 121,299 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $9,847,051 | 121,299 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $8,812,738 | 122,077 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||