Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,547,850
-$2,371,539 QoQ
Shares Held
95,883
-33.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#264
of 1,535 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)
Derivatives in D
reported options exposure · as of Sep 30, 2023CallValue
$6,745
CallShares
15,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Private Advisor Group, LLC holds $99,494,944 across 28 Utilities - Regulated Electric names. D ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
247,270 | $21,702,887 | |
| 2 | DUK |
Duke Energy CORP
|
75,287 | $9,529,828 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,832 | $9,006,475 | |
| 4 | SO |
Southern Co
|
86,588 | $8,287,337 | |
| 5 | D |
Dominion Energy, Inc
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|
95,883 | $6,547,850 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
74,794 | $6,070,281 | |
| 7 | ED |
Consolidated Edison Inc
|
42,998 | $4,756,868 | |
| 8 | XEL |
Xcel Energy Inc
|
57,252 | $4,597,335 |
All Filings in D
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,547,850 | 95,883 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,919,389 | 144,280 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,732,239 | 131,972 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,481,274 | 122,303 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,284,636 | 128,886 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,528,959 | 116,443 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,954,384 | 110,553 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,433,818 | 111,331 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,091,443 | 103,907 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,652,537 | 94,583 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,652,671 | 98,993 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,119,986 | 114,618 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $6,745 | 15,100 | Call | Sole | 2023-11-03 | |
| 2023-06-30 | $5,478,397 | 105,781 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,850,925 | 104,649 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,553,758 | 106,878 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $7,336,994 | 106,164 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $9,783,429 | 122,584 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,596,608 | 124,710 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,139,906 | 116,343 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,433,617 | 156,582 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $7,044,842 | 95,757 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,698,912 | 88,190 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $5,355,894 | 71,222 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $5,229,586 | 66,256 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $7,647,318 | 94,202 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $6,289,986 | 87,131 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||