Position in D
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$761,501
+$74,435 QoQ
Shares Held
11,151
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#702
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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,363,823 across 11 Utilities - Regulated Electric names. D ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,547 | $2,505,570 | |
| 2 | ETR |
Entergy Corp /De/
|
14,108 | $1,620,444 | |
| 3 | DUK |
Duke Energy CORP
|
10,521 | $1,331,747 | |
| 4 | SO |
Southern Co
|
12,995 | $1,243,751 | |
| 5 | D |
Dominion Energy, Inc
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|
11,151 | $761,501 | |
| 6 | ED |
Consolidated Edison Inc
|
5,001 | $553,260 | |
| 7 | ES |
Eversource Energy
|
4,123 | $297,968 | |
| 8 | EXC |
Exelon Corp
|
6,341 | $295,617 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,501 | 11,151 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $687,066 | 11,114 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $648,415 | 11,067 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $671,952 | 10,985 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $615,898 | 10,897 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $607,854 | 10,841 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $574,039 | 10,658 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $630,488 | 10,910 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $531,307 | 10,843 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $534,400 | 10,864 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $440,672 | 9,376 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $398,590 | 8,923 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $457,668 | 8,837 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $504,699 | 9,027 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $556,233 | 9,071 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $624,201 | 9,032 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $722,918 | 9,058 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $745,526 | 8,774 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $741,370 | 9,437 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $685,730 | 9,391 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $800,000 | 10,874 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $776,235 | 10,219 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $648,675 | 8,626 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $680,850 | 8,626 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $700,258 | 8,626 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $627,114 | 8,687 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||