Position in D
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$17,687
+$1,676 QoQ
Shares Held
259
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,405
of 1,535 holders
Holding Since
Dec 2023
11 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, 2026Security National Bank holds $12,374,041 across 5 Utilities - Regulated Electric names. D ranks #5 (0.1% of the industry book) .
All Filings in D
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,687 | 259 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,011 | 259 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $15,174 | 259 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,843 | 259 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,986 | 159 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,915 | 159 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,563 | 159 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,188 | 159 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $7,791 | 159 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $7,821 | 159 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,473 | 159 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||