Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$276,847
+$22,583 QoQ
Shares Held
4,054
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,059
of 1,537 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, 2026FIRST UNITED BANK & TRUST holds $4,777,015 across 10 Utilities - Regulated Electric names. D ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
22,904 | $2,192,141 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
7,280 | $850,084 | |
| 3 | NEE |
Nextera Energy Inc
|
8,415 | $738,583 | |
| 4 | DUK |
Duke Energy CORP
|
2,375 | $300,626 | |
| 5 | D |
Dominion Energy, Inc
This page
|
4,054 | $276,847 | |
| 6 | PPL |
PPL Corp
|
3,043 | $110,613 | |
| 7 | AEP |
American Electric Power Co Inc
|
802 | $109,721 | |
| 8 | EXC |
Exelon Corp
|
2,322 | $108,251 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,847 | 4,054 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $254,264 | 4,113 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $243,030 | 4,148 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $255,873 | 4,183 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $248,008 | 4,388 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $279,900 | 4,992 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $333,824 | 6,198 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $414,758 | 7,177 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $401,898 | 8,202 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $421,312 | 8,565 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $477,238 | 10,154 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $652,851 | 14,615 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $843,036 | 16,278 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,017,394 | 18,197 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,163,608 | 18,976 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,398,855 | 20,241 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,613,438 | 20,216 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,655,724 | 19,486 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,531,605 | 19,496 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,423,232 | 19,491 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,469,413 | 19,973 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,566,902 | 20,628 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,565,513 | 20,818 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,736,617 | 22,002 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,770,292 | 21,807 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,566,667 | 21,702 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||