Position in D
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$62,963
+$5,965 QoQ
Shares Held
922
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,310
of 1,537 holders
Holding Since
Jun 2024
9 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, 2026SWAN Capital LLC holds $1,867,173 across 6 Utilities - Regulated Electric names. D ranks #2 (3.4% of the industry book) .
All Filings in D
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,963 | 922 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $56,998 | 922 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $54,019 | 922 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $56,398 | 922 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,111 | 922 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $51,696 | 922 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $49,658 | 922 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $53,282 | 922 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,178 | 922 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||