Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,051,295
-$413,097 QoQ
Shares Held
30,038
-24.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#445
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, 2026Allworth Financial LP holds $139,569,059 across 39 Utilities - Regulated Electric names. D ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
492,457 | $43,222,950 | |
| 2 | DUK |
Duke Energy CORP
|
179,929 | $22,775,412 | |
| 3 | XEL |
Xcel Energy Inc
|
217,555 | $17,469,666 | |
| 4 | SO |
Southern Co
|
171,520 | $16,416,179 | |
| 5 | PCG |
PG&E Corp
|
347,307 | $5,841,703 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
46,051 | $5,377,375 | |
| 7 | AEE |
Ameren Corp
|
41,002 | $4,634,866 | |
| 8 | AEP |
American Electric Power Co Inc
|
29,187 | $3,993,073 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,051,295 | 30,038 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,464,392 | 39,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,727,467 | 29,484 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,922,144 | 31,423 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,617,376 | 28,616 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,207,635 | 21,538 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,143,393 | 21,229 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,098,183 | 19,003 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $880,138 | 17,962 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $613,350 | 12,469 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $626,228 | 13,324 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $373,753 | 8,367 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $414,993 | 8,013 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $777,260 | 13,902 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $739,519 | 12,060 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $525,097 | 7,598 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $619,644 | 7,764 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $459,177 | 5,404 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $391,150 | 4,979 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $381,748 | 5,228 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $137,649 | 1,871 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $141,969 | 1,869 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $146,188 | 1,944 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $153,282 | 1,942 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $169,747 | 2,091 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $142,069 | 1,968 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||