Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$236,078
-$9,965 QoQ
Shares Held
3,457
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,129
of 1,537 holders
Holding Since
Mar 2022
14 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, 2026Athena Investment Management holds $1,006,451 across 4 Utilities - Regulated Electric names. D ranks #3 (23.5% of the industry book) .
All Filings in D
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,078 | 3,457 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $246,043 | 3,980 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $233,188 | 3,980 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $243,456 | 3,980 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $225,401 | 3,988 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $247,803 | 4,288 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $216,874 | 4,426 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $220,125 | 4,475 | Shares | Sole | 2024-05-09 | |
| 2023-06-30 | $231,656 | 4,473 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $252,321 | 4,513 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $265,025 | 4,322 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $313,413 | 4,535 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $361,938 | 4,535 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $353,220 | 4,157 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||