Position in D
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$922,972
-$204,240 QoQ
Shares Held
14,930
-22.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 51.570768303302295.ToString("F0")%
Shared 0.ToString("F0")%
None 48.4292316966977.ToString("F0")%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Blue Trust, Inc. holds $25,980,446 across 35 Utilities - Regulated Electric names. D ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
87,366 | $8,432,565 | |
| 2 | DUK |
Duke Energy CORP
|
34,265 | $4,486,658 | |
| 3 | NEE |
Nextera Energy Inc
|
33,333 | $3,095,968 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
11,351 | $1,314,104 | |
| 5 | D |
Dominion Energy, Inc
This page
|
14,930 | $922,972 | |
| 6 | LNT |
Alliant Energy Corp
|
11,878 | $852,364 | |
| 7 | NGG |
National Grid PLC
|
7,962 | $673,584 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
7,878 | $637,723 |
All Filings in D
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $922,972 | 14,930 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $1,127,212 | 19,239 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $1,340,540 | 21,915 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $1,246,660 | 22,057 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,077,608 | 19,219 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $1,001,148 | 18,588 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,177,297 | 20,372 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $673,799 | 13,751 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $605,036 | 12,300 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $460,600 | 9,800 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $394,302 | 8,827 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $411,419 | 7,944 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $549,483 | 9,828 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $768,952 | 12,540 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $762,144 | 11,028 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $798,339 | 10,003 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||