Position in D
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$107,829
+$1,746 QoQ
Shares Held
1,579
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,265
of 1,533 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Grove Bank & Trust holds $4,507,091 across 23 Utilities - Regulated Electric names. D ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,096 | $1,763,825 | |
| 2 | SO |
Southern Co
|
9,093 | $870,291 | |
| 3 | DUK |
Duke Energy CORP
|
3,342 | $423,030 | |
| 4 | NGG |
National Grid PLC
|
4,227 | $350,291 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,921 | $262,812 | |
| 6 | EXC |
Exelon Corp
|
3,992 | $186,107 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,685 | $136,754 | |
| 8 | D |
Dominion Energy, Inc
This page
|
1,579 | $107,829 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,829 | 1,579 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $106,083 | 1,716 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $99,544 | 1,699 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $84,353 | 1,379 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $77,941 | 1,379 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $70,536 | 1,258 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $67,755 | 1,258 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $69,925 | 1,210 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $178,458 | 3,642 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $205,909 | 4,186 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $756,042 | 16,086 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $849,221 | 19,011 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $822,994 | 15,891 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $915,134 | 16,368 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $960,884 | 15,670 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $1,116,126 | 16,150 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,218,140 | 15,263 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,259,680 | 14,825 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,074,936 | 13,683 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $990,735 | 13,568 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $993,783 | 13,508 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $995,151 | 13,101 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,007,905 | 13,403 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,075,500 | 13,626 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,400,760 | 17,255 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,205,645 | 16,701 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||