Position in D
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$292,622
+$21,542 QoQ
Shares Held
4,285
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
#1,036
of 1,537 holders
Holding Since
Dec 2022
11 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, 2026Fee-Only Financial Planning, L.C. holds $1,459,514 across 3 Utilities - Regulated Electric names. D ranks #3 (20.0% of the industry book) .
All Filings in D
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,622 | 4,285 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $271,080 | 4,385 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $237,875 | 4,060 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $248,350 | 4,060 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $229,471 | 4,060 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $227,644 | 4,060 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $218,671 | 4,060 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $234,627 | 4,060 | Shares | Sole | 2024-11-04 | |
| 2023-06-30 | $201,929 | 3,899 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $218,104 | 3,901 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $239,086 | 3,899 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||