Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$224,674
-$2,267 QoQ
Shares Held
3,290
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,157
of 1,536 holders
Holding Since
Mar 2020
26 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, 2026Colonial Trust Advisors holds $27,517,878 across 16 Utilities - Regulated Electric names. D ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
135,471 | $17,147,919 | |
| 2 | NEE |
Nextera Energy Inc
|
91,382 | $8,020,598 | |
| 3 | SO |
Southern Co
|
6,461 | $618,382 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
4,372 | $510,518 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,074 | $420,553 | |
| 6 | D |
Dominion Energy, Inc
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|
3,290 | $224,674 | |
| 7 | XEL |
Xcel Energy Inc
|
1,795 | $144,138 | |
| 8 | ETR |
Entergy Corp /De/
|
1,220 | $140,129 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,674 | 3,290 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $226,941 | 3,671 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $220,942 | 3,771 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $242,294 | 3,961 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $252,135 | 4,461 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $284,723 | 5,078 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $278,133 | 5,164 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $319,520 | 5,529 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $251,174 | 5,126 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $253,082 | 5,145 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $284,773 | 6,059 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $317,648 | 7,111 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $394,173 | 7,611 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $437,272 | 7,821 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $479,645 | 7,822 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $549,770 | 7,955 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $608,870 | 7,629 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $678,655 | 7,987 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $623,137 | 7,932 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $647,833 | 8,872 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $660,070 | 8,972 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $717,442 | 9,445 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $725,153 | 9,643 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $777,302 | 9,848 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,436,624 | 66,970 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,715,306 | 65,318 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||