Position in D
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,974,059
+$228,386 QoQ
Shares Held
28,907
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#452
of 1,537 holders
Holding Since
Mar 2020
26 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, 2026J.W. COLE ADVISORS, INC. holds $74,083,348 across 26 Utilities - Regulated Electric names. D ranks #12 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
156,107 | $13,701,511 | |
| 2 | DUK |
Duke Energy CORP
|
85,648 | $10,841,323 | |
| 3 | SO |
Southern Co
|
78,168 | $7,481,459 | |
| 4 | ETR |
Entergy Corp /De/
|
48,933 | $5,620,444 | |
| 5 | AEP |
American Electric Power Co Inc
|
39,242 | $5,368,698 | |
| 6 | LNT |
Alliant Energy Corp
|
48,792 | $3,722,341 | |
| 7 | DTE |
Dte Energy Co
|
20,279 | $3,089,911 | |
| 8 | ED |
Consolidated Edison Inc
|
23,405 | $2,589,295 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,974,059 | 28,907 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,745,673 | 28,238 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,637,649 | 27,951 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,877,857 | 30,699 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,665,305 | 29,464 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,552,690 | 27,692 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $626,391 | 11,630 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $657,245 | 11,373 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $740,047 | 15,103 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $710,057 | 14,435 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $631,304 | 13,432 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $603,983 | 13,521 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $770,013 | 14,868 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $938,952 | 16,794 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,140,184 | 18,594 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,259,667 | 18,227 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,363,793 | 17,088 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,439,391 | 16,940 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $1,540,325 | 19,607 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,557,005 | 21,323 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,462,130 | 19,874 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,165,163 | 28,504 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,835,030 | 24,402 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,248,522 | 41,157 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,170,509 | 26,737 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $438,843 | 6,079 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||