Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$51,958,173
+$11,044,337 QoQ
Shares Held
760,846
+15.0% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#83
of 1,537 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 82%
Shared 3%
None 15%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $705,457,085 across 32 Utilities - Regulated Electric names. D ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,154,784 | $146,172,558 | |
| 2 | SO |
Southern Co
|
1,407,819 | $134,742,356 | |
| 3 | NEE |
Nextera Energy Inc
|
1,170,089 | $102,698,711 | |
| 4 | D |
Dominion Energy, Inc
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|
760,846 | $51,958,173 | |
| 5 | PCG |
PG&E Corp
|
2,947,922 | $49,584,048 | |
| 6 | DTE |
Dte Energy Co
|
268,718 | $40,944,561 | |
| 7 | EVRG |
Evergy, Inc.
|
412,886 | $35,685,736 | |
| 8 | EIX |
Edison International
|
262,903 | $19,573,128 |
All Filings in D
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,958,173 | 760,846 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $40,913,836 | 661,822 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,783,699 | 508,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,947,335 | 424,184 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,158,946 | 268,205 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,776,968 | 263,545 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $8,890,616 | 165,069 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $7,332,279 | 126,878 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,759,247 | 35,903 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $370,007 | 7,522 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $312,973 | 6,659 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||