Position in D
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$264,282
+$25,039 QoQ
Shares Held
3,870
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,082
of 1,537 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch & Forbes LLC holds $76,816,575 across 10 Utilities - Regulated Electric names. D ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
696,876 | $61,164,806 | |
| 2 | DUK |
Duke Energy CORP
|
61,942 | $7,840,618 | |
| 3 | LNT |
Alliant Energy Corp
|
50,264 | $3,834,640 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
11,648 | $1,360,136 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,420 | $741,510 | |
| 6 | SO |
Southern Co
|
6,216 | $594,933 | |
| 7 | ES |
Eversource Energy
|
6,203 | $448,290 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,282 | 3,870 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $239,243 | 3,870 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $226,743 | 3,870 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $236,727 | 3,870 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $218,732 | 3,870 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $216,990 | 3,870 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $213,824 | 3,970 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $229,426 | 3,970 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $207,729 | 4,223 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $200,831 | 4,273 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $255,110 | 5,711 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $317,317 | 6,127 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $391,034 | 6,994 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $450,640 | 7,349 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $547,558 | 7,923 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $599,931 | 7,517 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $626,483 | 7,373 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $406,390 | 5,173 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $374,227 | 5,125 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $408,902 | 5,558 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $397,270 | 5,230 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $382,316 | 5,084 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $401,280 | 5,084 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $412,719 | 5,084 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $367,013 | 5,084 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||