Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$241,610
+$15,473 QoQ
Shares Held
3,538
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,118
of 1,536 holders
Holding Since
Sep 2022
16 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, 2026Colonial Trust Co / SC holds $15,721,516 across 24 Utilities - Regulated Electric names. D ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
57,913 | $7,330,627 | |
| 2 | NEE |
Nextera Energy Inc
|
49,118 | $4,311,086 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
21,044 | $2,457,307 | |
| 4 | SO |
Southern Co
|
3,558 | $340,536 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,042 | $279,366 | |
| 6 | D |
Dominion Energy, Inc
This page
|
3,538 | $241,610 | |
| 7 | XEL |
Xcel Energy Inc
|
2,745 | $220,423 | |
| 8 | CMS |
Cms Energy Corp
|
2,022 | $154,683 |
All Filings in D
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,610 | 3,538 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $226,137 | 3,658 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $255,745 | 4,365 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $431,615 | 7,056 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $396,261 | 7,011 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $406,563 | 7,251 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $448,276 | 8,323 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $697,120 | 12,063 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $327,810 | 6,690 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $336,508 | 6,841 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $159,659 | 3,397 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $362,452 | 8,114 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $427,630 | 8,257 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $444,428 | 7,949 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $461,065 | 7,519 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $537,952 | 7,784 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||