Position in D
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,455,259
-$12,842 QoQ
Shares Held
21,310
-10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#517
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, 2026Towne Trust Company, N.A holds $14,769,203 across 12 Utilities - Regulated Electric names. D ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
71,817 | $6,873,605 | |
| 2 | NEE |
Nextera Energy Inc
|
64,177 | $5,632,814 | |
| 3 | D |
Dominion Energy, Inc
This page
|
21,310 | $1,455,259 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,139 | $292,636 | |
| 5 | DUK |
Duke Energy CORP
|
1,931 | $244,425 | |
| 6 | ETR |
Entergy Corp /De/
|
700 | $80,402 | |
| 7 | FE |
Firstenergy Corp
|
1,191 | $56,620 | |
| 8 | EXC |
Exelon Corp
|
1,100 | $51,282 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,455,259 | 21,310 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,468,101 | 23,748 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,608,763 | 27,458 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,132,263 | 34,858 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,076,770 | 36,744 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,798,452 | 49,910 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,259,068 | 60,510 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,550,039 | 61,430 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,005,170 | 61,330 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,669,327 | 74,595 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,589,813 | 76,379 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,631,894 | 81,305 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,383,091 | 84,632 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,860,368 | 86,932 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,338,947 | 87,067 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,937,722 | 85,917 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,075,855 | 76,129 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $6,508,192 | 76,594 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $6,028,301 | 76,735 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,659,414 | 77,505 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,758,322 | 78,270 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,580,387 | 60,300 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,417,999 | 58,750 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,699,491 | 59,540 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $4,440,951 | 54,705 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $3,918,833 | 54,285 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||