Position in D
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$306,758
+$29,063 QoQ
Shares Held
4,492
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,018
of 1,535 holders
Holding Since
Dec 2022
14 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, 2026Morningstar Investment Management LLC holds $13,735,740 across 6 Utilities - Regulated Electric names. D ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
67,602 | $5,032,968 | |
| 2 | ES |
Eversource Energy
|
59,884 | $4,327,816 | |
| 3 | DUK |
Duke Energy CORP
|
26,772 | $3,388,799 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,265 | $446,684 | |
| 5 | D |
Dominion Energy, Inc
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|
4,492 | $306,758 | |
| 6 | MGEE |
Mge Energy Inc
|
2,854 | $232,715 |
All Filings in D
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,758 | 4,492 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $277,695 | 4,492 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $263,186 | 4,492 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,110,828 | 116,247 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $223,988 | 3,963 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $261,490 | 4,855 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $278,316 | 4,816 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $296,499 | 6,051 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $346,789 | 7,050 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $331,350 | 7,050 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $314,923 | 7,050 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $309,393 | 5,974 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $334,006 | 5,974 | Shares | Sole | 2024-04-09 | |
| 2022-12-31 | $326,712 | 5,328 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||