Position in D
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$402,774
-$19,023 QoQ
Shares Held
5,898
-13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#911
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $31,602,800 across 11 Utilities - Regulated Electric names. D ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
188,777 | $18,067,846 | |
| 2 | DUK |
Duke Energy CORP
|
36,014 | $4,558,652 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
30,676 | $3,582,036 | |
| 4 | NEE |
Nextera Energy Inc
|
19,586 | $1,719,063 | |
| 5 | ED |
Consolidated Edison Inc
|
12,843 | $1,420,821 | |
| 6 | LNT |
Alliant Energy Corp
|
6,268 | $478,185 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,466 | $474,183 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,132 | $416,513 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,774 | 5,898 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $421,797 | 6,823 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $430,109 | 7,341 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $459,203 | 7,507 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $542,309 | 9,595 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $549,429 | 9,799 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $525,619 | 9,759 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $595,352 | 10,302 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $412,727 | 8,423 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $372,761 | 7,578 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $384,366 | 8,178 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $376,478 | 8,428 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $457,202 | 8,828 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $605,728 | 10,834 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $654,652 | 10,676 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $779,077 | 11,273 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $895,627 | 11,222 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $970,527 | 11,422 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $889,456 | 11,322 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $865,067 | 11,847 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,295,163 | 31,197 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,369,724 | 31,197 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,743,220 | 36,479 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,405,399 | 55,814 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $4,680,189 | 57,652 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,990,518 | 55,278 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||