Position in D
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$586,671
+$122,522 QoQ
Shares Held
9,490
+19.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Welch Group, LLC holds $269,566,485 across 14 Utilities - Regulated Electric names. D ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
852,934 | $79,220,509 | |
| 2 | SO |
Southern Co
|
782,791 | $75,554,987 | |
| 3 | ED |
Consolidated Edison Inc
|
529,096 | $59,883,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
376,452 | $49,345,328 | |
| 5 | DUK |
Duke Energy CORP
|
12,807 | $1,676,948 | |
| 6 | ETR |
Entergy Corp /De/
|
6,303 | $708,205 | |
| 7 | D |
Dominion Energy, Inc
This page
|
9,490 | $586,671 | |
| 8 | IDA |
Idacorp Inc
|
3,656 | $522,698 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $586,671 | 9,490 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $464,149 | 7,922 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $467,950 | 7,650 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $429,382 | 7,597 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $412,731 | 7,361 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $412,890 | 7,666 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $456,483 | 7,899 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $430,122 | 8,778 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $431,789 | 8,778 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $418,958 | 8,914 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $392,247 | 8,781 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $537,631 | 10,381 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $633,460 | 11,330 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $669,062 | 10,911 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $792,138 | 11,462 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $940,880 | 11,789 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,002,646 | 11,800 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $928,186 | 11,815 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $862,731 | 11,815 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $565,974 | 7,693 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $590,740 | 7,777 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $569,564 | 7,574 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $607,997 | 7,703 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $600,975 | 7,403 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $429,025 | 5,943 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||