Position in D
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$367,396
-$21,700 QoQ
Shares Held
5,943
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026Jaffetilchin Investment Partners, LLC holds $10,236,379 across 6 Utilities - Regulated Electric names. D ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
57,419 | $5,333,076 | |
| 2 | DUK |
Duke Energy CORP
|
19,154 | $2,508,024 | |
| 3 | SO |
Southern Co
|
11,353 | $1,095,791 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,523 | $723,954 | |
| 5 | D |
Dominion Energy, Inc
This page
|
5,943 | $367,396 | |
| 6 | ED |
Consolidated Edison Inc
|
1,839 | $208,138 |
All Filings in D
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $367,396 | 5,943 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $389,096 | 6,641 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $463,974 | 7,585 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $428,534 | 7,582 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $462,016 | 8,240 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $325,260 | 6,039 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $265,024 | 4,586 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $218,001 | 4,449 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $203,843 | 4,144 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $252,484 | 5,372 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $276,417 | 6,188 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $330,523 | 6,382 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $353,463 | 6,322 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $437,395 | 7,133 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $512,588 | 7,417 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $584,767 | 7,327 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $620,620 | 7,304 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $530,751 | 6,756 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $486,532 | 6,663 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $490,196 | 6,663 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $752,004 | 9,900 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $486,393 | 6,468 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $515,097 | 6,526 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||