Position in D
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,345,682
+$646,064 QoQ
Shares Held
107,566
-0.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#248
of 1,533 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $35,920,502 across 13 Utilities - Regulated Electric names. D ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
127,955 | $11,059,150 | |
| 2 | FE |
Firstenergy Corp
|
207,782 | $9,877,956 | |
| 3 | D |
Dominion Energy, Inc
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|
107,566 | $7,345,682 | |
| 4 | NEE |
Nextera Energy Inc
|
27,475 | $2,411,480 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
22,874 | $1,856,453 | |
| 6 | SO |
Southern Co
|
10,610 | $1,015,483 | |
| 7 | DUK |
Duke Energy CORP
|
3,348 | $423,789 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,898 | $396,475 |
All Filings in D
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,345,682 | 107,566 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,699,618 | 108,373 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,346,293 | 108,317 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,624,282 | 108,293 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,918,209 | 104,710 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,932,982 | 87,979 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,840,702 | 71,309 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,866,035 | 66,898 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,557,743 | 72,607 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,054,403 | 62,094 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,735,400 | 58,200 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $5,174,662 | 115,842 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,199,107 | 119,697 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,465,656 | 115,644 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,902,601 | 96,259 | Shares | Sole | 2023-02-10 | |
| 2021-03-31 | $320,551 | 4,220 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $317,344 | 4,220 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $223,135 | 2,827 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||