Position in D
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$356,610
+$57,649 QoQ
Shares Held
5,222
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#963
of 1,537 holders
Holding Since
Mar 2020
25 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $9,350,839 across 15 Utilities - Regulated Electric names. D ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,478 | $2,762,824 | |
| 2 | DUK |
Duke Energy CORP
|
11,565 | $1,463,897 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,867 | $802,664 | |
| 4 | EXC |
Exelon Corp
|
13,283 | $619,253 | |
| 5 | SO |
Southern Co
|
6,125 | $586,223 | |
| 6 | ED |
Consolidated Edison Inc
|
4,938 | $546,290 | |
| 7 | AEE |
Ameren Corp
|
3,418 | $386,370 | |
| 8 | DTE |
Dte Energy Co
|
2,494 | $380,010 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,610 | 5,222 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $298,961 | 4,836 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $293,887 | 5,016 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $305,544 | 4,995 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $267,791 | 4,738 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $250,520 | 4,468 | Shares | Sole | 2026-05-19 | |
| 2024-09-30 | $219,544 | 3,799 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $247,989 | 5,061 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $259,674 | 5,279 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $309,166 | 6,578 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $338,821 | 7,585 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $216,585 | 4,182 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $246,227 | 4,404 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $233,506 | 3,808 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $236,632 | 3,424 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $335,601 | 4,205 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $399,443 | 4,701 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $385,336 | 4,905 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $534,433 | 7,319 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $524,259 | 7,126 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $534,910 | 7,042 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $648,675 | 8,626 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $354,474 | 4,491 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $322,771 | 3,976 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $210,578 | 2,917 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||