Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$429,407
+$35,676 QoQ
Shares Held
6,288
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#895
of 1,537 holders
Holding Since
Mar 2020
25 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $32,343,748 across 16 Utilities - Regulated Electric names. D ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
153,160 | $17,313,206 | |
| 2 | EVRG |
Evergy, Inc.
|
45,710 | $3,950,715 | |
| 3 | NEE |
Nextera Energy Inc
|
41,739 | $3,663,432 | |
| 4 | CNP |
Centerpoint Energy Inc
|
33,033 | $1,454,773 | |
| 5 | DUK |
Duke Energy CORP
|
10,291 | $1,302,634 | |
| 6 | SO |
Southern Co
|
8,353 | $799,465 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,547 | $647,723 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,538 | $620,843 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,407 | 6,288 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $393,731 | 6,369 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $374,683 | 6,395 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $446,846 | 7,305 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $418,813 | 7,410 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $437,458 | 7,802 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $407,935 | 7,574 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $454,749 | 7,869 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $353,829 | 7,221 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $415,458 | 8,446 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $410,498 | 8,734 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $393,185 | 8,802 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $587,557 | 11,345 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $570,561 | 10,205 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $507,545 | 8,277 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $728,004 | 10,534 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $887,966 | 11,126 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $985,991 | 11,604 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $669,016 | 8,516 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $640,969 | 8,778 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $646,974 | 8,794 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $626,973 | 8,254 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $213,979 | 2,711 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $432,039 | 5,322 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $206,030 | 2,854 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||