Position in D
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,777,042
+$133,867 QoQ
Shares Held
26,022
-2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#473
of 1,533 holders
Holding Since
Mar 2020
25 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, 2026COURIER CAPITAL LLC holds $12,457,766 across 8 Utilities - Regulated Electric names. D ranks #5 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,926 | $3,151,347 | |
| 2 | NEE |
Nextera Energy Inc
|
25,648 | $2,251,124 | |
| 3 | DUK |
Duke Energy CORP
|
16,917 | $2,141,353 | |
| 4 | AEP |
American Electric Power Co Inc
|
15,014 | $2,054,065 | |
| 5 | D |
Dominion Energy, Inc
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|
26,022 | $1,777,042 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,676 | $460,664 | |
| 7 | ED |
Consolidated Edison Inc
|
3,605 | $398,821 | |
| 8 | EIX |
Edison International
|
3,000 | $223,350 |
All Filings in D
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,777,042 | 26,022 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,643,175 | 26,580 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,748,618 | 29,845 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,860,607 | 30,417 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,722,390 | 30,474 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,729,479 | 30,845 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,463,483 | 27,172 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,811,485 | 31,346 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,301,587 | 26,563 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,436,200 | 29,197 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,738,107 | 36,981 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,719,124 | 38,485 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,022,865 | 39,059 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $271,341 | 4,425 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $305,811 | 4,425 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $353,159 | 4,425 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $331,637 | 3,903 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $306,619 | 3,903 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $287,260 | 3,934 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $239,102 | 3,250 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $249,680 | 3,287 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $247,107 | 3,286 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $259,363 | 3,286 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $283,967 | 3,498 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $230,863 | 3,198 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||