Position in D
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$141,087
-$1,322,192 QoQ
Shares Held
2,066
-91.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,244
of 1,537 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. D ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,087 | 2,066 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,463,279 | 23,670 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,348,624 | 23,018 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,360,053 | 22,234 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $827,791 | 14,646 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $477,155 | 8,510 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $439,389 | 8,158 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,802,585 | 31,192 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $2,508,408 | 51,192 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,789,269 | 56,704 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $3,074,505 | 65,415 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,598,615 | 80,560 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $4,479,990 | 86,503 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $4,417,896 | 79,018 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $4,404,799 | 71,833 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $5,741,935 | 83,084 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $5,953,107 | 74,591 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $6,380,227 | 75,088 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $5,152,671 | 65,589 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $5,152,291 | 70,560 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,399,559 | 59,801 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $6,014,740 | 79,183 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $5,492,307 | 73,036 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $5,994,417 | 75,946 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $8,655,492 | 106,621 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $8,251,028 | 114,296 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||