Position in D
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,891,154
+$350,538 QoQ
Shares Held
27,693
+11.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#466
of 1,540 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, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $108,921,963 across 7 Utilities - Regulated Electric names. D ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
447,934 | $52,305,253 | |
| 2 | XEL |
Xcel Energy Inc
|
501,050 | $40,234,315 | |
| 3 | NEE |
Nextera Energy Inc
|
89,801 | $7,881,833 | |
| 4 | SO |
Southern Co
|
29,606 | $2,833,590 | |
| 5 | DUK |
Duke Energy CORP
|
21,451 | $2,715,267 | |
| 6 | D |
Dominion Energy, Inc
This page
|
27,693 | $1,891,154 | |
| 7 | AEP |
American Electric Power Co Inc
|
7,752 | $1,060,551 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,891,154 | 27,693 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,540,616 | 24,921 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,286,812 | 21,963 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,248,540 | 20,411 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,074,049 | 19,003 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,019,632 | 18,185 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $902,801 | 16,762 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $954,401 | 16,515 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $624,113 | 12,737 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $630,025 | 12,808 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $613,256 | 13,048 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $651,020 | 14,574 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $664,465 | 12,830 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $747,796 | 13,375 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $671,760 | 10,955 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $793,037 | 11,475 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $866,417 | 10,856 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $911,133 | 10,723 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $572,388 | 7,286 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $490,037 | 6,711 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $492,404 | 6,693 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $603,046 | 7,939 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $950,528 | 12,640 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,188,133 | 15,053 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,235,559 | 15,220 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,295,666 | 17,948 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||