Position in D
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$257,248
+$18,376 QoQ
Shares Held
3,767
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,092
of 1,537 holders
Holding Since
Jun 2020
25 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, 2026Intrua Financial, LLC holds $9,051,855 across 18 Utilities - Regulated Electric names. D ranks #17 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
8,518 | $994,646 | |
| 2 | ES |
Eversource Energy
|
11,982 | $865,939 | |
| 3 | NEE |
Nextera Energy Inc
|
9,668 | $848,560 | |
| 4 | EIX |
Edison International
|
8,853 | $659,105 | |
| 5 | EVRG |
Evergy, Inc.
|
7,193 | $621,690 | |
| 6 | DUK |
Duke Energy CORP
|
4,589 | $580,875 | |
| 7 | SO |
Southern Co
|
5,633 | $539,134 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,834 | $524,529 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,248 | 3,767 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $238,872 | 3,864 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $247,835 | 4,230 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $258,137 | 4,220 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $262,365 | 4,642 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $260,949 | 4,654 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $250,179 | 4,645 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $459,199 | 7,946 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $811,489 | 16,561 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $732,832 | 14,898 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $669,844 | 14,252 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $815,450 | 18,255 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $966,556 | 18,663 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $807,899 | 14,450 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $893,248 | 14,567 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $443,824 | 6,422 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $991,479 | 12,423 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,057,026 | 12,440 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,045,397 | 13,307 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $987,011 | 13,517 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $805,223 | 10,945 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $901,189 | 11,864 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $376,526 | 5,007 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $378,232 | 4,792 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $547,883 | 6,749 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||