Position in D
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$547,890
+$42,512 QoQ
Shares Held
8,023
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#801
of 1,536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 3%
None 2%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First National Trust Co holds $32,356,536 across 7 Utilities - Regulated Electric names. D ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
193,685 | $16,999,732 | |
| 2 | AEP |
American Electric Power Co Inc
|
56,857 | $7,778,605 | |
| 3 | SO |
Southern Co
|
32,103 | $3,072,577 | |
| 4 | PPL |
PPL Corp
|
48,340 | $1,757,158 | |
| 5 | DUK |
Duke Energy CORP
|
12,440 | $1,574,654 | |
| 6 | EXC |
Exelon Corp
|
13,426 | $625,920 | |
| 7 | D |
Dominion Energy, Inc
This page
|
8,023 | $547,890 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,890 | 8,023 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $505,378 | 8,175 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $479,910 | 8,191 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $519,087 | 8,486 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $585,490 | 10,359 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $673,288 | 12,008 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $826,319 | 15,342 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $962,260 | 16,651 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $898,170 | 18,330 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,126,057 | 22,892 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,463,486 | 31,138 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,899,814 | 42,530 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,377,795 | 65,221 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $8,652,462 | 154,757 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $9,320,210 | 151,993 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $10,489,446 | 151,779 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $11,705,493 | 146,667 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,216,598 | 96,700 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $7,368,927 | 93,800 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,802,615 | 93,161 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,917,639 | 94,028 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,076,218 | 106,322 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $11,869,192 | 157,835 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $12,607,251 | 159,727 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $12,013,016 | 147,980 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,586,374 | 146,646 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||