Position in D
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$656,335
+$58,165 QoQ
Shares Held
9,611
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#751
of 1,537 holders
Holding Since
Mar 2020
22 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, 2026Institute for Wealth Management, LLC. holds $3,355,213 across 21 Utilities - Regulated Electric names. D ranks #1 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
9,611 | $656,335 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,458 | $609,898 | |
| 3 | PCG |
PG&E Corp
|
22,237 | $374,026 | |
| 4 | SO |
Southern Co
|
3,507 | $335,654 | |
| 5 | MGEE |
Mge Energy Inc
|
2,430 | $198,142 | |
| 6 | EIX |
Edison International
|
2,604 | $193,867 | |
| 7 | ETR |
Entergy Corp /De/
|
1,562 | $179,411 | |
| 8 | DUK |
Duke Energy CORP
|
1,360 | $172,148 |
All Filings in D
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,335 | 9,611 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $598,170 | 9,676 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $566,916 | 9,676 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $597,997 | 9,776 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $514,332 | 9,100 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $231,569 | 4,130 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $222,441 | 4,130 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $238,672 | 4,130 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $204,771 | 4,179 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $227,995 | 4,635 | Shares | Sole | 2024-04-30 | |
| 2022-12-31 | $214,742 | 3,502 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $250,039 | 3,618 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $290,348 | 3,638 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $307,336 | 3,617 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $284,151 | 3,617 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $266,084 | 3,644 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $272,871 | 3,709 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $281,735 | 3,709 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $282,300 | 3,754 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $346,976 | 4,396 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $447,220 | 5,509 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $414,442 | 5,741 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||