Position in D
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$116,161
-$2,904 QoQ
Shares Held
1,701
-11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,257
of 1,536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 20%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Independence Bank of Kentucky holds $5,548,068 across 13 Utilities - Regulated Electric names. D ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,434 | $3,636,662 | |
| 2 | DUK |
Duke Energy CORP
|
5,532 | $700,240 | |
| 3 | SO |
Southern Co
|
4,264 | $408,107 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,965 | $268,831 | |
| 5 | D |
Dominion Energy, Inc
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|
1,701 | $116,161 | |
| 6 | EXC |
Exelon Corp
|
2,031 | $94,685 | |
| 7 | FE |
Firstenergy Corp
|
1,710 | $81,293 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
656 | $76,601 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,161 | 1,701 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $119,065 | 1,926 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $115,949 | 1,979 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $117,813 | 1,926 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $122,987 | 2,176 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $122,008 | 2,176 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $117,199 | 2,176 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $158,691 | 2,746 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $111,720 | 2,280 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $193,808 | 3,940 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $137,005 | 2,915 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $131,865 | 2,952 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $644,889 | 12,452 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $801,022 | 14,327 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $795,749 | 12,977 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $110,714 | 1,602 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $127,855 | 1,602 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $136,121 | 1,602 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $125,853 | 1,602 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $116,978 | 1,602 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $115,284 | 1,567 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $145,691 | 1,918 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $122,350 | 1,627 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $116,263 | 1,473 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $50,088 | 617 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $44,541 | 617 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||