Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,834,179
-$209,157 QoQ
Shares Held
70,789
-13.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#302
of 1,533 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $38,201,546 across 25 Utilities - Regulated Electric names. D ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
232,255 | $20,385,020 | |
| 2 | DUK |
Duke Energy CORP
|
39,598 | $5,012,313 | |
| 3 | D |
Dominion Energy, Inc
This page
|
70,789 | $4,834,179 | |
| 4 | SO |
Southern Co
|
25,201 | $2,411,986 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,644 | $1,593,014 | |
| 6 | EVRG |
Evergy, Inc.
|
11,472 | $991,524 | |
| 7 | XEL |
Xcel Energy Inc
|
6,495 | $521,548 | |
| 8 | ED |
Consolidated Edison Inc
|
4,081 | $451,480 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,834,179 | 70,789 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $5,043,336 | 81,581 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,641,981 | 96,296 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $5,834,636 | 95,384 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $4,237,416 | 74,972 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,283,273 | 22,887 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $1,376,444 | 25,556 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,414,524 | 24,477 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,213,436 | 24,764 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $972,781 | 19,776 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $1,019,806 | 21,698 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $1,086,731 | 24,328 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $1,453,071 | 28,057 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $6,696,955 | 119,781 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $8,114,107 | 132,324 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $11,222,288 | 162,383 | Shares | Other | 2022-10-25 | |
| 2022-06-30 | $14,019,024 | 175,655 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $15,253,303 | 179,514 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $14,147,476 | 180,085 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $13,533,087 | 185,334 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $14,236,456 | 193,509 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $14,840,000 | 195,366 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $14,212,950 | 189,002 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $14,836,156 | 187,966 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $14,987,045 | 184,615 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $13,245,275 | 183,478 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||