Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$66,377
+$6,288 QoQ
Shares Held
972
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,304
of 1,537 holders
Holding Since
Mar 2020
19 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, 2026Coastline Trust Co holds $3,598,726 across 13 Utilities - Regulated Electric names. D ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,082 | $1,411,516 | |
| 2 | LNT |
Alliant Energy Corp
|
10,650 | $812,488 | |
| 3 | ED |
Consolidated Edison Inc
|
3,300 | $365,079 | |
| 4 | SO |
Southern Co
|
3,073 | $294,116 | |
| 5 | XEL |
Xcel Energy Inc
|
3,125 | $250,937 | |
| 6 | DUK |
Duke Energy CORP
|
1,266 | $160,250 | |
| 7 | AEP |
American Electric Power Co Inc
|
846 | $115,741 | |
| 8 | D |
Dominion Energy, Inc
This page
|
972 | $66,377 |
All Filings in D
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,377 | 972 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $60,089 | 972 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $56,949 | 972 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $77,808 | 1,272 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $71,893 | 1,272 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $71,321 | 1,272 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $68,509 | 1,272 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $73,508 | 1,272 | Shares | Sole | 2024-11-06 | |
| 2022-09-30 | $285,424 | 4,130 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $334,403 | 4,190 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $353,475 | 4,160 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $395,156 | 5,030 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $367,290 | 5,030 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $373,735 | 5,080 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $405,246 | 5,335 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $438,040 | 5,825 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $426,222 | 5,400 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $556,488 | 6,855 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $507,495 | 7,030 | Shares | Defined | 2020-06-10 | |
| No filing history on record for this holder in this stock. | ||||||