Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,430,919
+$19,321 QoQ
Shares Held
35,597
-8.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#408
of 1,535 holders
Holding Since
Mar 2020
25 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, 2026Truvestments Capital LLC holds $13,339,411 across 22 Utilities - Regulated Electric names. D ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,562 | $6,544,306 | |
| 2 | D |
Dominion Energy, Inc
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|
35,597 | $2,430,919 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,885 | $2,036,416 | |
| 4 | DUK |
Duke Energy CORP
|
4,392 | $555,939 | |
| 5 | SO |
Southern Co
|
4,912 | $470,127 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
4,320 | $462,240 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,313 | $268,883 | |
| 8 | ETR |
Entergy Corp /De/
|
833 | $95,678 |
All Filings in D
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,430,919 | 35,597 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,411,598 | 39,010 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,980,018 | 67,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,824,287 | 62,519 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,515,035 | 62,191 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,430,923 | 61,190 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $176,176 | 3,271 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $182,616 | 3,160 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $128,877 | 2,620 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $170,234 | 3,622 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $182,700 | 4,090 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $210,267 | 4,060 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $225,485 | 4,033 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $326,099 | 5,318 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $407,334 | 5,894 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $467,926 | 5,863 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $510,329 | 6,006 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $506,319 | 6,445 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $476,090 | 6,520 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $495,126 | 6,730 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $451,885 | 5,949 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $425,180 | 5,654 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $452,821 | 5,737 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,369,830 | 16,874 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $809,755 | 11,217 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||