Position in D
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,469,814
+$275,761 QoQ
Shares Held
50,810
-1.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#349
of 1,533 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, 2026Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. D ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
110,062 | $9,660,141 | |
| 2 | DUK |
Duke Energy CORP
|
63,028 | $7,978,084 | |
| 3 | SO |
Southern Co
|
75,197 | $7,197,104 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,342 | $3,877,469 | |
| 5 | D |
Dominion Energy, Inc
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|
50,810 | $3,469,814 | |
| 6 | EVRG |
Evergy, Inc.
|
33,590 | $2,903,183 | |
| 7 | ETR |
Entergy Corp /De/
|
13,633 | $1,565,886 | |
| 8 | EIX |
Edison International
|
20,633 | $1,536,126 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,469,814 | 50,810 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,194,053 | 51,667 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,087,927 | 52,704 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,746,111 | 61,241 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,102,156 | 54,886 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,538,073 | 63,101 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,211,133 | 59,620 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,017,736 | 52,219 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,552,263 | 52,087 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,714,402 | 55,182 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $2,741,181 | 58,323 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,819,793 | 63,125 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,234,596 | 62,456 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,806,402 | 50,195 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,847,578 | 46,438 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,296,339 | 47,697 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,805,621 | 22,624 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,038,199 | 47,525 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,606,925 | 45,913 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,156,216 | 43,224 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,256,870 | 44,269 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,043,641 | 40,069 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,019,806 | 40,157 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $94,321 | 1,195 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,174,949 | 39,110 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,095,242 | 29,024 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||