Position in D
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$707,825
-$240,184 QoQ
Shares Held
10,365
-32.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#720
of 1,537 holders
Holding Since
Mar 2020
26 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, 2026WEDBUSH SECURITIES INC holds $31,098,962 across 24 Utilities - Regulated Electric names. D ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
78,103 | $6,855,100 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
29,121 | $3,400,459 | |
| 3 | AEP |
American Electric Power Co Inc
|
21,469 | $2,937,173 | |
| 4 | SO |
Southern Co
|
24,215 | $2,317,617 | |
| 5 | XEL |
Xcel Energy Inc
|
28,492 | $2,287,907 | |
| 6 | DUK |
Duke Energy CORP
|
17,818 | $2,255,402 | |
| 7 | CMS |
Cms Energy Corp
|
21,130 | $1,616,445 | |
| 8 | AEE |
Ameren Corp
|
11,526 | $1,302,899 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,825 | 10,365 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $948,009 | 15,335 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $634,705 | 10,833 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $540,987 | 8,844 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $521,623 | 9,229 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $716,518 | 12,779 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $579,533 | 10,760 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $571,196 | 9,884 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $614,509 | 12,541 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $428,149 | 8,704 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $403,730 | 8,590 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $405,871 | 9,086 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $692,794 | 13,377 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $764,736 | 13,678 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $560,710 | 9,144 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $939,619 | 13,596 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,297,072 | 16,252 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,353,827 | 15,933 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,321,457 | 16,821 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,288,656 | 17,648 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,264,300 | 17,185 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,146,084 | 15,088 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,066,260 | 14,179 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,851,145 | 23,453 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,565,799 | 19,288 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,396,587 | 19,346 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||