Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$865,368
+$118,215 QoQ
Shares Held
12,672
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#662
of 1,536 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, 2026Dorsey & Whitney Trust CO LLC holds $31,353,970 across 16 Utilities - Regulated Electric names. D ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
150,025 | $11,445,404 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
71,275 | $8,322,777 | |
| 3 | NEE |
Nextera Energy Inc
|
36,660 | $3,217,638 | |
| 4 | IDA |
Idacorp Inc
|
11,901 | $1,800,620 | |
| 5 | XEL |
Xcel Energy Inc
|
17,596 | $1,412,957 | |
| 6 | D |
Dominion Energy, Inc
This page
|
12,672 | $865,368 | |
| 7 | DUK |
Duke Energy CORP
|
6,475 | $819,601 | |
| 8 | SO |
Southern Co
|
6,549 | $626,802 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,368 | 12,672 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $747,153 | 12,086 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $706,886 | 12,065 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $938,834 | 15,348 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $719,666 | 12,733 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $860,167 | 15,341 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $839,190 | 15,581 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $1,051,775 | 18,200 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $588,392 | 12,008 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $637,647 | 12,963 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $402,931 | 8,573 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $225,358 | 5,045 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $500,134 | 9,657 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $303,589 | 5,430 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $325,729 | 5,312 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $433,870 | 6,278 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $445,736 | 5,585 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $418,730 | 4,928 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $387,378 | 4,931 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $376,928 | 5,162 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $368,363 | 5,007 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $489,029 | 6,438 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $565,427 | 7,519 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $624,412 | 7,911 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $518,495 | 6,387 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $407,583 | 5,646 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||