Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$467,581
+$35,954 QoQ
Shares Held
6,847
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#868
of 1,537 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, 2026Mutual Advisors, LLC holds $20,188,861 across 16 Utilities - Regulated Electric names. D ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,878 | $3,338,173 | |
| 2 | DUK |
Duke Energy CORP
|
24,041 | $3,043,109 | |
| 3 | NEE |
Nextera Energy Inc
|
31,144 | $2,733,508 | |
| 4 | AEE |
Ameren Corp
|
23,763 | $2,686,169 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,416 | $2,109,062 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
16,440 | $1,334,270 | |
| 7 | ED |
Consolidated Edison Inc
|
9,699 | $1,073,000 | |
| 8 | PPL |
PPL Corp
|
29,007 | $1,054,404 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,581 | 6,847 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $431,627 | 6,982 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $457,060 | 7,801 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $480,123 | 7,849 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $483,698 | 8,558 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $462,185 | 8,243 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $588,312 | 10,923 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $438,799 | 7,593 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $417,774 | 8,526 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,771,725 | 36,018 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,774,673 | 37,759 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,878,730 | 42,058 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,232,964 | 23,807 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $769,489 | 13,763 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,552,867 | 25,324 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $620,676 | 8,981 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $666,652 | 8,353 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $734,820 | 8,648 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $671,609 | 8,549 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $649,585 | 8,896 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $728,122 | 9,897 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $799,327 | 10,523 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $559,412 | 7,439 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $651,725 | 8,257 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $838,670 | 10,331 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $695,189 | 9,630 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||