Position in D
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,265,891
+$106,766 QoQ
Shares Held
18,537
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#553
of 1,533 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $21,640,603 across 20 Utilities - Regulated Electric names. D ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
73,454 | $6,447,057 | |
| 2 | DUK |
Duke Energy CORP
|
36,950 | $4,677,130 | |
| 3 | AEP |
American Electric Power Co Inc
|
20,967 | $2,868,495 | |
| 4 | ETR |
Entergy Corp /De/
|
21,508 | $2,470,408 | |
| 5 | EXC |
Exelon Corp
|
36,727 | $1,712,211 | |
| 6 | D |
Dominion Energy, Inc
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|
18,537 | $1,265,891 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
6,246 | $729,345 | |
| 8 | SO |
Southern Co
|
3,971 | $380,064 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,265,891 | 18,537 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,159,125 | 18,750 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,121,822 | 19,147 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,213,368 | 19,836 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,153,289 | 20,405 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,201,131 | 21,422 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,192,460 | 22,140 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,433,248 | 24,801 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $1,304,233 | 26,617 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $1,342,936 | 27,301 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $1,386,688 | 29,504 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,672,220 | 37,435 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,967,553 | 37,991 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,865,827 | 33,372 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $2,018,347 | 32,915 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $2,331,563 | 33,737 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,674,752 | 33,514 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $2,810,467 | 33,076 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $2,625,867 | 33,425 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $2,405,716 | 32,946 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,407,798 | 32,728 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $2,399,348 | 31,587 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $2,466,259 | 32,796 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $2,624,580 | 33,252 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $2,732,193 | 33,656 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,463,988 | 34,132 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||