Position in D
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$502,477
+$47,977 QoQ
Shares Held
7,358
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#840
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, 2026Forvis Mazars Wealth Advisors, LLC holds $17,960,934 across 14 Utilities - Regulated Electric names. D ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
47,273 | $3,836,676 | |
| 2 | DTE |
Dte Energy Co
|
18,929 | $2,884,211 | |
| 3 | DUK |
Duke Energy CORP
|
18,716 | $2,369,071 | |
| 4 | NEE |
Nextera Energy Inc
|
20,669 | $1,814,118 | |
| 5 | XEL |
Xcel Energy Inc
|
15,717 | $1,262,075 | |
| 6 | ED |
Consolidated Edison Inc
|
10,794 | $1,194,140 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,939 | $1,043,807 | |
| 8 | EVRG |
Evergy, Inc.
|
8,200 | $708,726 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,477 | 7,358 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $454,500 | 7,352 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $436,378 | 7,448 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $481,346 | 7,869 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $441,082 | 7,804 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $436,000 | 7,776 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $439,497 | 8,160 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $555,939 | 9,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $403,515 | 8,235 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $379,894 | 7,723 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $369,467 | 7,861 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $533,225 | 11,937 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $762,607 | 14,725 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $956,340 | 17,105 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,054,213 | 17,192 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,177,288 | 17,035 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,438,016 | 18,018 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $362,057 | 4,261 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $337,886 | 4,301 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $273,240 | 3,742 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $276,328 | 3,756 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $313,942 | 4,133 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $429,091 | 5,706 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $261,495 | 3,313 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $345,583 | 4,257 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $260,678 | 3,611 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||