Position in D
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$54,836
+$7,668 QoQ
Shares Held
803
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,314
of 1,533 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, 2026MV CAPITAL MANAGEMENT, INC. holds $3,095,528 across 27 Utilities - Regulated Electric names. D ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
24,069 | $2,112,536 | |
| 2 | DUK |
Duke Energy CORP
|
1,848 | $233,919 | |
| 3 | SO |
Southern Co
|
1,713 | $163,951 | |
| 4 | EVRG |
Evergy, Inc.
|
716 | $61,883 | |
| 5 | AEP |
American Electric Power Co Inc
|
401 | $54,860 | |
| 6 | D |
Dominion Energy, Inc
This page
|
803 | $54,836 | |
| 7 | ED |
Consolidated Edison Inc
|
426 | $47,128 | |
| 8 | DTE |
Dte Energy Co
|
303 | $46,168 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,836 | 803 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $47,168 | 763 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $44,586 | 761 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $46,244 | 756 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $42,729 | 756 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $44,014 | 785 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $42,010 | 780 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $45,076 | 780 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $37,828 | 772 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $31,727 | 645 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $20,868 | 444 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $43,061 | 964 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $59,869 | 1,156 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $49,144 | 879 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $80,083 | 1,306 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $123,499 | 1,787 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $128,893 | 1,615 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $135,102 | 1,590 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $146,985 | 1,871 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $137,058 | 1,877 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $133,014 | 1,808 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $52,184 | 687 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $50,158 | 667 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $52,646 | 667 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $54,147 | 667 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $9,023 | 125 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||