Position in D
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,483
+$260 QoQ
Shares Held
24
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026ALBION FINANCIAL GROUP /UT holds $24,463,174 across 13 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
64,349 | $7,514,032 | |
| 2 | SO |
Southern Co
|
76,979 | $7,367,660 | |
| 3 | ED |
Consolidated Edison Inc
|
43,825 | $4,848,359 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,215 | $1,397,514 | |
| 5 | EVRG |
Evergy, Inc.
|
13,683 | $1,182,621 | |
| 6 | DUK |
Duke Energy CORP
|
8,048 | $1,018,715 | |
| 7 | NEE |
Nextera Energy Inc
|
11,595 | $1,017,693 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
762 | $61,843 |
All Filings in D
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,483 | 24 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $1,223 | 20 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $11,304 | 200 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,214 | 200 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $40,825 | 758 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,558 | 200 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $9,800 | 200 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $39,352 | 800 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $9,400 | 200 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,934 | 200 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $945,167 | 18,250 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,792,033 | 49,938 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,030,618 | 49,423 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,797,248 | 54,945 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,313,650 | 54,049 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,577,163 | 53,868 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,848,487 | 61,717 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,674,302 | 64,014 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,688,174 | 63,724 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $4,596,600 | 61,125 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $5,189,489 | 65,748 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,138,288 | 63,295 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,466,900 | 61,877 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||