Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$382,219
+$25,582 QoQ
Shares Held
5,597
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#937
of 1,537 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IFG Advisory, LLC holds $24,443,019 across 26 Utilities - Regulated Electric names. D ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,679 | $10,975,927 | |
| 2 | DUK |
Duke Energy CORP
|
47,743 | $6,043,308 | |
| 3 | NEE |
Nextera Energy Inc
|
31,963 | $2,805,392 | |
| 4 | XEL |
Xcel Energy Inc
|
10,687 | $858,166 | |
| 5 | ETR |
Entergy Corp /De/
|
7,308 | $839,396 | |
| 6 | EVRG |
Evergy, Inc.
|
6,667 | $576,228 | |
| 7 | CNP |
Centerpoint Energy Inc
|
10,761 | $473,914 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,198 | $437,518 |
All Filings in D
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,219 | 5,597 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $356,637 | 6,087 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $338,025 | 5,526 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $311,538 | 5,512 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $308,104 | 5,495 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $294,991 | 5,477 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $271,607 | 5,543 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $280,214 | 5,962 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $288,702 | 6,463 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $408,981 | 7,315 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $436,843 | 7,124 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $497,177 | 7,194 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $640,555 | 8,026 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $723,264 | 8,512 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $704,761 | 8,971 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $734,508 | 10,059 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $705,757 | 9,593 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $916,229 | 12,062 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $992,038 | 13,192 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,053,162 | 13,343 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,072,468 | 13,211 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $953,341 | 13,206 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||