Position in D
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$68,426
-$5,325 QoQ
Shares Held
1,002
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,300
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, 2026Gleason Group, Inc. holds $2,180,539 across 7 Utilities - Regulated Electric names. D ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
17,743 | $1,698,182 | |
| 2 | DUK |
Duke Energy CORP
|
2,337 | $295,817 | |
| 3 | ED |
Consolidated Edison Inc
|
764 | $84,521 | |
| 4 | D |
Dominion Energy, Inc
This page
|
1,002 | $68,426 | |
| 5 | ES |
Eversource Energy
|
304 | $21,970 | |
| 6 | NEE |
Nextera Energy Inc
|
81 | $7,109 | |
| 7 | AEP |
American Electric Power Co Inc
|
33 | $4,514 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,426 | 1,002 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $73,751 | 1,193 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $57,535 | 982 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $59,396 | 971 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $54,259 | 960 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $53,210 | 949 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $50,466 | 937 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $53,513 | 926 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $48,363 | 987 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $44,418 | 903 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $41,877 | 891 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $383,983 | 8,596 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $439,127 | 8,479 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $468,246 | 8,375 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $507,423 | 8,275 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $565,527 | 8,183 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $647,658 | 8,115 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $683,328 | 8,042 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $626,673 | 7,977 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $577,807 | 7,913 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $577,303 | 7,847 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $591,120 | 7,782 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $580,995 | 7,726 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $603,972 | 7,652 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $613,883 | 7,562 | Shares | Sole | 2020-08-27 | |
| 2020-03-31 | $539,909 | 7,479 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||