Position in ED
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$168,408,506
+$4,577,742 QoQ
Shares Held
1,522,268
+5.2% QoQ
Ownership
0.413%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#29
of 1,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 21%
None 11%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. ED ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,408,506 | 1,522,268 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $163,830,764 | 1,447,524 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $143,047,614 | 1,440,270 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $143,469,077 | 1,427,269 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $138,217,471 | 1,377,354 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $150,736,711 | 1,363,023 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $117,289,530 | 1,314,463 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $132,852,489 | 1,275,833 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $113,841,941 | 1,273,115 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $104,182,316 | 1,147,256 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $102,486,345 | 1,126,595 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $95,829,436 | 1,120,419 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $100,967,758 | 1,116,900 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $109,397,015 | 1,143,483 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $105,618,059 | 1,108,153 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $93,085,787 | 1,085,422 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $104,029,127 | 1,093,892 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $97,578,722 | 1,030,616 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $71,709,582 | 840,478 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $60,985,907 | 840,142 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $60,345,638 | 841,406 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $62,978,084 | 841,953 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $61,694,008 | 853,660 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $65,369,271 | 840,222 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $60,596,277 | 842,434 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $69,133,194 | 886,323 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||