Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$674,363
+$66,549 QoQ
Shares Held
9,875
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#742
of 1,533 holders
Holding Since
Mar 2020
26 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, 2026SMITH, MOORE & CO. holds $11,148,048 across 12 Utilities - Regulated Electric names. D ranks #8 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
16,371 | $2,072,241 | |
| 2 | AEE |
Ameren Corp
|
16,709 | $1,888,785 | |
| 3 | SO |
Southern Co
|
17,667 | $1,690,908 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,687 | $1,051,658 | |
| 5 | NEE |
Nextera Energy Inc
|
10,367 | $909,911 | |
| 6 | ETR |
Entergy Corp /De/
|
7,083 | $813,553 | |
| 7 | EVRG |
Evergy, Inc.
|
8,774 | $758,336 | |
| 8 | D |
Dominion Energy, Inc
This page
|
9,875 | $674,363 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,363 | 9,875 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $607,814 | 9,832 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $587,950 | 10,035 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $583,255 | 9,535 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $513,766 | 9,090 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $521,058 | 9,293 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $451,993 | 8,392 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $427,068 | 7,390 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $363,678 | 7,422 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $364,940 | 7,419 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $355,085 | 7,555 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $338,285 | 7,573 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $402,822 | 7,778 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $412,392 | 7,376 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $450,395 | 7,345 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $506,576 | 7,330 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $580,697 | 7,276 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $618,241 | 7,276 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $571,602 | 7,276 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $615,266 | 8,426 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $601,508 | 8,176 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $700,806 | 9,226 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $949,776 | 12,630 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,089,707 | 13,806 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,086,837 | 13,388 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $967,418 | 13,401 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||