Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,029,080
+$484,012 QoQ
Shares Held
73,643
+0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#300
of 1,537 holders
Holding Since
Mar 2025
6 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, 2026Wills Financial Group LLC holds $13,495,819 across 4 Utilities - Regulated Electric names. D ranks #1 (37.3% of the industry book) .
All Filings in D
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,029,080 | 73,643 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,545,068 | 73,521 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,333,902 | 73,970 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,546,032 | 74,318 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,364,135 | 77,214 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,288,626 | 76,487 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||