Position in D
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$241,746
+$22,904 QoQ
Shares Held
3,540
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,117
of 1,536 holders
Holding Since
Dec 2020
16 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, 2026MTM Investment Management, LLC holds $7,779,629 across 15 Utilities - Regulated Electric names. D ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
43,669 | $4,179,559 | |
| 2 | DUK |
Duke Energy CORP
|
12,516 | $1,584,275 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
2,610 | $304,769 | |
| 4 | CNP |
Centerpoint Energy Inc
|
6,167 | $271,594 | |
| 5 | D |
Dominion Energy, Inc
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|
3,540 | $241,746 | |
| 6 | EXC |
Exelon Corp
|
5,148 | $239,999 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,643 | $224,778 | |
| 8 | NEE |
Nextera Energy Inc
|
2,242 | $196,780 |
All Filings in D
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,746 | 3,540 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $218,842 | 3,540 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $207,408 | 3,540 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $216,541 | 3,540 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $200,080 | 3,540 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $242,718 | 4,200 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $205,800 | 4,200 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $206,598 | 4,200 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $217,005 | 3,140 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $250,603 | 3,140 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $266,805 | 3,140 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $246,678 | 3,140 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $229,282 | 3,140 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $231,009 | 3,140 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $238,514 | 3,140 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $201,009 | 2,673 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||