Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$876,638
+$133,809 QoQ
Shares Held
12,837
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#655
of 1,537 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $196,573,257 across 30 Utilities - Regulated Electric names. D ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
736,854 | $64,673,675 | |
| 2 | XEL |
Xcel Energy Inc
|
613,442 | $49,259,392 | |
| 3 | SO |
Southern Co
|
491,161 | $47,009,019 | |
| 4 | DUK |
Duke Energy CORP
|
40,955 | $5,184,083 | |
| 5 | AEP |
American Electric Power Co Inc
|
34,286 | $4,690,667 | |
| 6 | DTE |
Dte Energy Co
|
28,844 | $4,394,960 | |
| 7 | ED |
Consolidated Edison Inc
|
20,311 | $2,247,005 | |
| 8 | ES |
Eversource Energy
|
28,925 | $2,090,409 |
All Filings in D
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,638 | 12,837 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $742,829 | 12,016 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $573,771 | 9,793 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $869,277 | 15,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $862,973 | 15,391 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $860,413 | 15,975 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $538,660 | 9,321 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $418,362 | 8,538 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $375,024 | 7,624 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $323,595 | 6,885 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $368,527 | 8,250 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $338,240 | 6,531 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,318,301 | 23,579 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $462,168 | 7,537 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $349,328 | 4,377 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $260,518 | 3,066 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $239,765 | 3,052 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $223,587 | 3,062 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $345,484 | 4,696 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $421,805 | 5,553 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $486,544 | 6,470 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $603,498 | 7,646 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $782,656 | 9,641 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $919,844 | 12,742 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||