Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$310,240
+$64,630 QoQ
Shares Held
4,543
+14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,013
of 1,535 holders
Holding Since
Mar 2020
22 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, 2026AMG National Trust Bank holds $12,161,610 across 9 Utilities - Regulated Electric names. D ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,134 | $3,610,330 | |
| 2 | DUK |
Duke Energy CORP
|
21,959 | $2,779,570 | |
| 3 | XEL |
Xcel Energy Inc
|
31,019 | $2,490,825 | |
| 4 | PPL |
PPL Corp
|
44,504 | $1,617,719 | |
| 5 | SO |
Southern Co
|
4,370 | $418,252 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,575 | $352,285 | |
| 7 | D |
Dominion Energy, Inc
This page
|
4,543 | $310,240 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,546 | $297,296 |
All Filings in D
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,240 | 4,543 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $245,610 | 3,973 | Shares | Sole | 2026-05-04 | |
| 2024-12-31 | $3,026,016 | 56,183 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $3,344,827 | 57,879 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $2,784,523 | 56,827 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,038,810 | 61,777 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,103,532 | 44,756 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $282,091 | 6,315 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $406,033 | 7,840 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $601,759 | 10,763 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $411,886 | 6,717 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $703,470 | 10,179 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $644,784 | 8,079 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $694,034 | 8,168 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $602,398 | 7,668 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $620,523 | 8,498 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $615,633 | 8,368 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $643,077 | 8,466 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $701,089 | 9,323 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $814,793 | 10,323 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $835,991 | 10,298 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $342,685 | 4,747 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||