Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$911,808
+$45,648 QoQ
Shares Held
13,352
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#650
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, 2026Sigma Planning Corp holds $43,226,300 across 19 Utilities - Regulated Electric names. D ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,356 | $9,949,256 | |
| 2 | DTE |
Dte Energy Co
|
47,200 | $7,191,864 | |
| 3 | DUK |
Duke Energy CORP
|
40,177 | $5,085,604 | |
| 4 | SO |
Southern Co
|
40,567 | $3,882,667 | |
| 5 | CMS |
Cms Energy Corp
|
39,672 | $3,034,908 | |
| 6 | AEP |
American Electric Power Co Inc
|
18,080 | $2,473,524 | |
| 7 | EIX |
Edison International
|
28,634 | $2,131,801 | |
| 8 | FE |
Firstenergy Corp
|
37,888 | $1,801,195 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,808 | 13,352 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $866,160 | 14,011 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $829,692 | 14,161 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $987,406 | 16,142 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,010,577 | 17,880 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,336,820 | 23,842 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,298,780 | 24,114 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,340,959 | 23,204 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,084,419 | 22,131 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,098,265 | 22,327 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $419,710 | 8,930 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,464,773 | 32,791 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,944,766 | 37,551 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,437,731 | 43,601 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,927,416 | 47,740 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,518,022 | 36,435 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,339,789 | 29,317 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,591,075 | 30,494 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,503,550 | 31,868 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,418,568 | 33,122 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,262,093 | 44,340 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,388,575 | 44,610 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,756,380 | 36,654 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,458,669 | 31,150 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,611,073 | 32,164 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,066,583 | 28,627 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||