Position in D
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$271,111
+$25,686 QoQ
Shares Held
3,970
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,069
of 1,535 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $22,003,541 across 18 Utilities - Regulated Electric names. D ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
80,865 | $10,235,891 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
117,098 | $9,503,673 | |
| 3 | NEE |
Nextera Energy Inc
|
5,363 | $470,710 | |
| 4 | ES |
Eversource Energy
|
3,875 | $280,046 | |
| 5 | ETR |
Entergy Corp /De/
|
2,400 | $275,664 | |
| 6 | D |
Dominion Energy, Inc
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|
3,970 | $271,111 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,064 | $241,013 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,261 | $172,517 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,111 | 3,970 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $245,425 | 3,970 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $232,602 | 3,970 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $242,844 | 3,970 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $224,384 | 3,970 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $245,025 | 4,370 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $235,368 | 4,370 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $220,179 | 3,810 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $182,280 | 3,720 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $182,986 | 3,720 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $170,140 | 3,620 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $161,705 | 3,620 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $187,479 | 3,620 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $185,621 | 3,320 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $303,779 | 4,954 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $266,349 | 3,854 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $307,587 | 3,854 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $420,941 | 4,954 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $180,688 | 2,300 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $169,917 | 2,327 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $182,455 | 2,402 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $195,444 | 2,599 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $354,553 | 4,492 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $358,572 | 4,417 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $354,597 | 4,912 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||