Position in D
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$23,290,236
+$2,224,391 QoQ
Shares Held
341,049
+0.1% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#139
of 1,537 holders
Holding Since
Mar 2020
26 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, 2026GW HENSSLER & ASSOCIATES LTD holds $174,003,988 across 11 Utilities - Regulated Electric names. D ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
301,784 | $41,287,069 | |
| 2 | EVRG |
Evergy, Inc.
|
383,867 | $33,177,624 | |
| 3 | SO |
Southern Co
|
343,576 | $32,883,658 | |
| 4 | D |
Dominion Energy, Inc
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|
341,049 | $23,290,236 | |
| 5 | ETR |
Entergy Corp /De/
|
201,616 | $23,157,613 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
225,007 | $18,261,568 | |
| 7 | DUK |
Duke Energy CORP
|
6,830 | $864,541 | |
| 8 | NEE |
Nextera Energy Inc
|
3,584 | $314,567 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,290,236 | 341,049 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $21,065,845 | 340,761 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,739,908 | 336,916 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,097,227 | 344,895 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $19,453,392 | 344,186 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $31,817,370 | 567,458 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,700,108 | 532,865 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $31,177,647 | 539,499 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $25,774,588 | 526,012 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $25,236,634 | 513,044 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $16,380,816 | 348,528 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $20,203,704 | 452,288 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $22,412,743 | 432,762 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $22,993,993 | 411,268 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $16,654,941 | 271,607 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $24,896,601 | 360,246 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $27,338,436 | 342,544 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $15,503,116 | 182,454 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $14,047,706 | 178,815 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $13,099,568 | 179,397 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $13,609,052 | 184,981 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $14,089,288 | 185,483 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $18,339,099 | 243,871 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $19,915,144 | 252,314 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $19,687,448 | 242,516 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $15,817,045 | 219,103 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||