Position in D
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,855,886
+$97,726 QoQ
Shares Held
41,820
-6.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#375
of 1,537 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, 2026TCV Trust & Wealth Management, Inc. holds $7,047,860 across 8 Utilities - Regulated Electric names. D ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
41,820 | $2,855,886 | |
| 2 | DUK |
Duke Energy CORP
|
9,740 | $1,232,889 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,640 | $771,608 | |
| 4 | NEE |
Nextera Energy Inc
|
7,890 | $692,504 | |
| 5 | SO |
Southern Co
|
6,411 | $613,596 | |
| 6 | OGE |
Oge Energy Corp.
|
7,114 | $346,167 | |
| 7 | EXC |
Exelon Corp
|
6,338 | $295,476 | |
| 8 | ED |
Consolidated Edison Inc
|
2,167 | $239,734 |
All Filings in D
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,855,886 | 41,820 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,758,160 | 44,616 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,832,884 | 48,351 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,988,276 | 48,852 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,745,402 | 48,574 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,373,338 | 60,163 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,342,712 | 62,063 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,544,780 | 61,339 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,051,524 | 62,276 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,185,544 | 64,760 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,365,952 | 71,616 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,274,668 | 73,308 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,745,245 | 72,316 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,035,751 | 72,183 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $11,322,921 | 184,653 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $15,114,656 | 189,383 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $15,210,818 | 179,014 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $13,942,906 | 177,481 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $13,671,680 | 187,232 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $13,671,291 | 185,827 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $14,023,507 | 184,617 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $14,148,578 | 188,146 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $13,047,207 | 165,301 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $13,411,666 | 165,209 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $12,130,157 | 168,031 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||