Position in D
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,053,821
+$503,500 QoQ
Shares Held
30,075
+19.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#444
of 1,537 holders
Holding Since
Mar 2020
26 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $7,802,349 across 9 Utilities - Regulated Electric names. D ranks #1 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
30,075 | $2,053,821 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,246 | $1,948,995 | |
| 3 | PCG |
PG&E Corp
|
57,881 | $973,558 | |
| 4 | EIX |
Edison International
|
12,240 | $911,268 | |
| 5 | FE |
Firstenergy Corp
|
10,649 | $506,253 | |
| 6 | DUK |
Duke Energy CORP
|
3,849 | $487,206 | |
| 7 | ES |
Eversource Energy
|
5,573 | $402,760 | |
| 8 | SO |
Southern Co
|
3,098 | $296,509 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,053,821 | 30,075 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,550,321 | 25,078 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,721,974 | 46,458 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,031,149 | 33,205 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,941,914 | 34,358 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,898,586 | 33,861 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,810,342 | 33,612 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,966,651 | 34,031 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,793,988 | 36,612 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $1,812,061 | 36,838 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $1,795,776 | 38,208 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,858,763 | 41,611 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,278,293 | 43,991 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,561,684 | 45,818 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,940,723 | 47,957 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,369,734 | 48,759 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $3,758,173 | 47,089 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,917,711 | 46,107 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $3,762,945 | 47,899 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $3,517,154 | 48,167 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,552,474 | 48,287 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $3,742,245 | 49,266 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,757,443 | 49,966 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $4,021,957 | 50,956 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $4,180,039 | 51,491 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $3,715,330 | 51,466 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||