Position in D
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$455,972
+$96,489 QoQ
Shares Held
6,677
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#877
of 1,536 holders
Holding Since
Sep 2024
8 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, 2026PRIVATE CLIENT SERVICES, LLC holds $964,621 across 3 Utilities - Regulated Electric names. D ranks #1 (47.3% of the industry book) .
All Filings in D
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,972 | 6,677 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $359,483 | 5,815 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $357,164 | 6,096 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $372,708 | 6,093 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $352,345 | 6,234 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $338,999 | 6,046 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $328,222 | 6,094 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $354,483 | 6,134 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||