Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$148,735
-$46,430 QoQ
Shares Held
2,178
-31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,238
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. D ranks #23 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,735 | 2,178 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $195,165 | 3,157 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $194,284 | 3,316 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $168,706 | 2,758 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $268,243 | 4,746 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $88,870 | 1,585 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $35,332 | 656 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $35,136 | 608 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,791 | 159 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,590 | 73 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $59,784 | 1,272 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $56,820 | 1,272 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $16,676 | 322 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $28,178 | 504 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $79,041 | 1,289 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $76,504 | 1,107 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $68,397 | 857 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $88,028 | 1,036 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $94,821 | 1,207 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $84,411 | 1,156 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $94,463 | 1,284 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $87,809 | 1,156 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $27,899 | 371 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $29,283 | 371 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $30,929 | 381 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $13,066 | 181 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||