Position in D
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$213,064
-$707,064 QoQ
Shares Held
3,120
-79.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,185
of 1,537 holders
Holding Since
Jun 2025
5 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, 2026Family Legacy Financial Solutions, LLC holds $533,184 across 3 Utilities - Regulated Electric names. D ranks #1 (40.0% of the industry book) .
All Filings in D
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,064 | 3,120 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $920,128 | 14,884 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $520,220 | 8,879 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $485,934 | 7,944 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $418,474 | 7,404 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||