Position in D
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$374,024
+$31,851 QoQ
Shares Held
5,477
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#945
of 1,537 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aviance Capital Partners, LLC holds $5,336,129 across 7 Utilities - Regulated Electric names. D ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,760 | $1,198,455 | |
| 2 | NEE |
Nextera Energy Inc
|
12,863 | $1,128,985 | |
| 3 | DUK |
Duke Energy CORP
|
8,517 | $1,078,081 | |
| 4 | SO |
Southern Co
|
8,579 | $821,096 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
4,500 | $481,500 | |
| 6 | D |
Dominion Energy, Inc
This page
|
5,477 | $374,024 | |
| 7 | XEL |
Xcel Energy Inc
|
3,163 | $253,988 |
All Filings in D
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,024 | 5,477 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $342,173 | 5,535 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $333,377 | 5,690 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $389,469 | 6,367 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $331,659 | 5,868 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $316,066 | 5,637 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $253,734 | 4,711 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||