Position in D
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$41,315
+$3,914 QoQ
Shares Held
605
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,338
of 1,533 holders
Holding Since
Dec 2021
19 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, 2026Byrne Asset Management LLC holds $1,297,707 across 12 Utilities - Regulated Electric names. D ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,331 | $318,810 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
3,868 | $313,926 | |
| 3 | HE |
Hawaiian Electric Industries Inc
|
15,100 | $204,303 | |
| 4 | NEE |
Nextera Energy Inc
|
1,484 | $130,250 | |
| 5 | DUK |
Duke Energy CORP
|
908 | $114,934 | |
| 6 | AEP |
American Electric Power Co Inc
|
490 | $67,036 | |
| 7 | PCG |
PG&E Corp
|
3,000 | $50,460 | |
| 8 | D |
Dominion Energy, Inc
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|
605 | $41,315 |
All Filings in D
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,315 | 605 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $37,401 | 605 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $39,548 | 675 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $53,523 | 875 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $53,694 | 950 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $53,266 | 950 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $51,167 | 950 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $63,569 | 1,100 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $53,900 | 1,100 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $63,947 | 1,300 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $75,200 | 1,600 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $55,837 | 1,250 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $77,685 | 1,500 | Principal | Sole | 2023-07-21 | |
| 2023-03-31 | $61,501 | 1,100 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $67,452 | 1,100 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $50,795 | 735 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $58,660 | 735 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $62,452 | 735 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $86,808 | 1,105 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||