Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$857,449
+$83,154 QoQ
Shares Held
12,556
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#664
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, 2026HOLDERNESS INVESTMENTS CO holds $13,015,780 across 8 Utilities - Regulated Electric names. D ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,566 | $5,261,424 | |
| 2 | SO |
Southern Co
|
28,072 | $2,686,771 | |
| 3 | FE |
Firstenergy Corp
|
38,641 | $1,836,993 | |
| 4 | NEE |
Nextera Energy Inc
|
10,689 | $938,173 | |
| 5 | D |
Dominion Energy, Inc
This page
|
12,556 | $857,449 | |
| 6 | ES |
Eversource Energy
|
9,335 | $674,640 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,071 | $420,143 | |
| 8 | ED |
Consolidated Edison Inc
|
3,075 | $340,187 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,449 | 12,556 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $774,295 | 12,525 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $714,212 | 12,190 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $743,399 | 12,153 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $684,909 | 12,118 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $677,381 | 12,081 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $648,689 | 12,044 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $714,111 | 12,357 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $606,326 | 12,374 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $635,436 | 12,918 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $605,313 | 12,879 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $355,439 | 7,957 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $410,125 | 7,919 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $436,377 | 7,805 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $510,305 | 8,322 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $910,593 | 13,176 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,049,900 | 13,155 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,170,376 | 13,774 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,126,314 | 14,337 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,097,198 | 15,026 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,126,209 | 15,308 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,155,579 | 15,213 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $916,537 | 12,188 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,009,356 | 12,788 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,136,357 | 13,998 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $957,383 | 13,262 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||