Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$248,575
-$33,633 QoQ
Shares Held
3,640
-20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,104
of 1,537 holders
Holding Since
Dec 2023
11 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, 2026MORTON COMMUNITY BANK holds $53,787,565 across 13 Utilities - Regulated Electric names. D ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
61,362 | $7,048,039 | |
| 2 | AEP |
American Electric Power Co Inc
|
42,050 | $5,752,860 | |
| 3 | LNT |
Alliant Energy Corp
|
72,353 | $5,519,810 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
46,115 | $5,384,848 | |
| 5 | XEL |
Xcel Energy Inc
|
63,295 | $5,082,588 | |
| 6 | DTE |
Dte Energy Co
|
33,320 | $5,076,967 | |
| 7 | SO |
Southern Co
|
52,612 | $5,035,494 | |
| 8 | DUK |
Duke Energy CORP
|
38,497 | $4,872,950 |
All Filings in D
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,575 | 3,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $282,208 | 4,565 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $849,847 | 14,505 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,246,107 | 53,067 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,879,524 | 50,947 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,712,217 | 48,372 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,582,317 | 47,945 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,693,302 | 46,605 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,164,722 | 44,178 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,066,127 | 42,003 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,853,821 | 39,443 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||