Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,153,759
+$195,365 QoQ
Shares Held
16,895
+9.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#578
of 1,537 holders
Holding Since
Mar 2023
13 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, 2026Heritage Trust Co holds $9,857,690 across 8 Utilities - Regulated Electric names. D ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
38,705 | $3,397,137 | |
| 2 | ES |
Eversource Energy
|
39,939 | $2,886,391 | |
| 3 | D |
Dominion Energy, Inc
This page
|
16,895 | $1,153,759 | |
| 4 | OGE |
Oge Energy Corp.
|
20,947 | $1,019,280 | |
| 5 | ED |
Consolidated Edison Inc
|
4,713 | $521,399 | |
| 6 | XEL |
Xcel Energy Inc
|
5,157 | $414,107 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,857 | $254,056 | |
| 8 | EXC |
Exelon Corp
|
4,538 | $211,561 |
All Filings in D
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,153,759 | 16,895 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $958,394 | 15,503 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $870,998 | 14,866 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $710,244 | 11,611 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $519,870 | 9,198 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $571,969 | 10,201 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $549,587 | 10,204 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $339,178 | 6,922 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $299,567 | 6,090 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $287,781 | 6,123 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $217,766 | 4,875 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $252,476 | 4,875 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $250,588 | 4,482 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||