Position in D
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,296,007
+$109,991 QoQ
Shares Held
18,978
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#543
of 1,536 holders
Holding Since
Mar 2020
26 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, 2026BURNEY CO/ holds $28,823,386 across 12 Utilities - Regulated Electric names. D ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
430,996 | $7,249,352 | |
| 2 | EIX |
Edison International
|
83,313 | $6,202,652 | |
| 3 | ES |
Eversource Energy
|
63,108 | $4,560,815 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
23,036 | $2,464,852 | |
| 5 | ETR |
Entergy Corp /De/
|
14,220 | $1,633,309 | |
| 6 | D |
Dominion Energy, Inc
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|
18,978 | $1,296,007 | |
| 7 | HE |
Hawaiian Electric Industries Inc
|
84,369 | $1,141,512 | |
| 8 | SO |
Southern Co
|
11,467 | $1,097,506 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,296,007 | 18,978 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,186,016 | 19,185 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,334,211 | 22,772 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $468,562 | 7,660 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $478,159 | 8,460 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $485,341 | 8,656 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $466,212 | 8,656 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $500,230 | 8,656 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $455,896 | 9,304 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $457,663 | 9,304 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $507,788 | 10,804 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $524,649 | 11,745 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $530,329 | 10,240 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $587,446 | 10,507 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $647,048 | 10,552 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $732,358 | 10,597 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $861,548 | 10,795 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,113,191 | 13,101 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,074,622 | 13,679 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $894,787 | 12,254 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $912,709 | 12,406 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $923,749 | 12,161 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $869,537 | 11,563 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $932,400 | 11,813 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $979,274 | 12,063 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $813,075 | 11,263 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||