Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$200,089
-$150,170 QoQ
Shares Held
2,930
-48.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,217
of 1,537 holders
Holding Since
Mar 2020
24 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, 2026ASPIRIANT, LLC holds $3,592,945 across 9 Utilities - Regulated Electric names. D ranks #9 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
4,504 | $570,116 | |
| 2 | EIX |
Edison International
|
7,450 | $554,652 | |
| 3 | SO |
Southern Co
|
5,119 | $489,939 | |
| 4 | PCG |
PG&E Corp
|
27,631 | $464,753 | |
| 5 | NEE |
Nextera Energy Inc
|
4,794 | $420,769 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,925 | $399,713 | |
| 7 | ES |
Eversource Energy
|
3,889 | $281,058 | |
| 8 | ED |
Consolidated Edison Inc
|
1,915 | $211,856 |
All Filings in D
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,089 | 2,930 | Shares | Sole | 2026-07-20 | |
| 2025-09-30 | $350,259 | 5,726 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $327,476 | 5,794 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $325,822 | 5,811 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $309,317 | 5,743 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $332,234 | 5,749 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $281,505 | 5,745 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $325,391 | 6,615 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $304,936 | 6,488 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $281,644 | 6,305 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $314,572 | 6,074 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $339,597 | 6,074 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $373,070 | 6,084 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $428,758 | 6,204 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $498,174 | 6,242 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $450,765 | 5,305 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $381,644 | 4,858 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $347,064 | 4,753 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $349,678 | 4,753 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $305,055 | 4,016 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $212,590 | 2,827 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $639,333 | 8,100 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $221,296 | 2,726 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $201,121 | 2,786 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||