Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$380,648
+$32,540 QoQ
Shares Held
5,574
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#939
of 1,536 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, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $29,524,057 across 7 Utilities - Regulated Electric names. D ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
159,767 | $15,291,299 | |
| 2 | AEP |
American Electric Power Co Inc
|
85,654 | $11,718,323 | |
| 3 | NEE |
Nextera Energy Inc
|
7,902 | $693,558 | |
| 4 | TXNM |
Txnm Energy Inc
|
11,976 | $679,997 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
4,032 | $470,816 | |
| 6 | D |
Dominion Energy, Inc
This page
|
5,574 | $380,648 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,566 | $289,416 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,648 | 5,574 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $348,108 | 5,631 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $325,584 | 5,557 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $346,038 | 5,657 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $319,733 | 5,657 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $313,992 | 5,600 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $301,616 | 5,600 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $323,624 | 5,600 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $274,400 | 5,600 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $275,464 | 5,600 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $263,200 | 5,600 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $250,152 | 5,600 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $290,024 | 5,600 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $313,096 | 5,600 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $343,882 | 5,608 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $387,568 | 5,608 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $447,574 | 5,608 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $476,511 | 5,608 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $440,564 | 5,608 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $409,496 | 5,608 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $412,580 | 5,608 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $435,250 | 5,730 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $464,134 | 6,172 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $477,526 | 6,050 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $491,139 | 6,050 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $436,749 | 6,050 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||