Position in FTS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$39,647,941
+$4,392,941 QoQ
Shares Held
710,664
+4.7% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.59806040547994.ToString("F0")%
Shared 4.401939594520055.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FTS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. FTS ranks #30 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,829,027 | $448,520,026 | |
| 2 | DUK |
Duke Energy CORP
|
2,092,284 | $273,963,665 | |
| 3 | SO |
Southern Co
|
2,655,044 | $256,264,844 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,793,510 | $235,093,289 | |
| 5 | ETR |
Entergy Corp /De/
|
1,841,587 | $206,920,712 | |
| 6 | EXC |
Exelon Corp
|
3,765,827 | $184,600,837 | |
| 7 | ED |
Consolidated Edison Inc
|
1,447,524 | $163,830,764 | |
| 8 | XEL |
Xcel Energy Inc
|
2,052,030 | $163,013,262 |
All Filings in FTS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,647,941 | 710,664 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $35,255,000 | 678,764 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $33,346,884 | 657,211 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,500,678 | 597,123 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,010,041 | 570,646 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,998,816 | 577,311 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,931,516 | 548,669 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $19,006,080 | 489,343 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $18,501,899 | 468,284 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,184,957 | 490,760 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $16,576,668 | 436,343 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $17,709,170 | 410,981 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $17,878,674 | 420,378 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,162,985 | 403,671 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,096,091 | 318,402 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,587,906 | 266,298 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,540,282 | 212,935 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,756,361 | 160,687 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $6,761,566 | 152,528 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,041,371 | 159,199 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,918,729 | 159,528 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,894,987 | 168,912 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $6,869,056 | 168,112 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,401,704 | 168,112 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,422,738 | 166,608 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||