Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,520,212
+$37,212 QoQ
Shares Held
51,548
-8.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#347
of 1,533 holders
Holding Since
Mar 2020
3 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, 2026Royal Fund Management, LLC holds $16,502,111 across 10 Utilities - Regulated Electric names. D ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
39,809 | $5,039,023 | |
| 2 | D |
Dominion Energy, Inc
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|
51,548 | $3,520,212 | |
| 3 | NEE |
Nextera Energy Inc
|
29,553 | $2,593,866 | |
| 4 | XEL |
Xcel Energy Inc
|
24,368 | $1,956,750 | |
| 5 | PPL |
PPL Corp
|
47,343 | $1,720,918 | |
| 6 | ETR |
Entergy Corp /De/
|
4,300 | $493,898 | |
| 7 | ED |
Consolidated Edison Inc
|
3,292 | $364,193 | |
| 8 | LNT |
Alliant Energy Corp
|
4,444 | $339,032 |
All Filings in D
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,520,212 | 51,548 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,483,000 | 56,341 | Shares | Sole | 2026-05-19 | |
| 2020-03-31 | $6,930 | 96 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||