Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$957,016
+$176,354 QoQ
Shares Held
14,014
+11.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#630
of 1,533 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, 2026HBK Sorce Advisory LLC holds $16,403,386 across 18 Utilities - Regulated Electric names. D ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,959 | $3,946,051 | |
| 2 | DUK |
Duke Energy CORP
|
12,668 | $1,603,515 | |
| 3 | EXC |
Exelon Corp
|
27,078 | $1,262,376 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,729 | $1,194,214 | |
| 5 | PPL |
PPL Corp
|
30,869 | $1,122,088 | |
| 6 | D |
Dominion Energy, Inc
This page
|
14,014 | $957,016 | |
| 7 | SO |
Southern Co
|
9,437 | $903,215 | |
| 8 | LNT |
Alliant Energy Corp
|
10,892 | $830,950 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,016 | 14,014 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $780,662 | 12,628 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $796,531 | 13,595 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $646,077 | 10,562 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $490,989 | 8,687 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $513,040 | 9,150 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $476,068 | 8,839 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $494,451 | 8,556 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $502,642 | 10,258 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $491,014 | 9,982 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $436,160 | 9,280 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $556,096 | 12,449 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $616,767 | 11,909 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $682,493 | 12,207 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,423,605 | 23,216 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $825,588 | 11,946 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $877,989 | 11,001 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,081,073 | 12,723 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,060,874 | 13,504 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,032,283 | 14,137 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,040,794 | 14,147 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,135,146 | 14,944 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,154,169 | 15,348 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,252,698 | 15,871 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,282,725 | 15,801 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,128,907 | 15,638 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||