Position in D
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$27,998
-$38,149 QoQ
Shares Held
410
-61.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,373
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, 2026JFS WEALTH ADVISORS, LLC holds $3,489,544 across 35 Utilities - Regulated Electric names. D ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,392 | $1,148,109 | |
| 2 | DUK |
Duke Energy CORP
|
5,928 | $750,366 | |
| 3 | NEE |
Nextera Energy Inc
|
4,813 | $422,437 | |
| 4 | EXC |
Exelon Corp
|
6,579 | $306,712 | |
| 5 | FE |
Firstenergy Corp
|
4,564 | $216,972 | |
| 6 | SO |
Southern Co
|
1,655 | $158,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,251 | $101,531 | |
| 8 | PPL |
PPL Corp
|
1,575 | $57,251 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,998 | 410 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $66,147 | 1,070 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $85,014 | 1,451 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $60,068 | 982 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,034 | 266 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $46,145 | 823 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $15,188 | 282 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $20,226 | 350 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,259 | 291 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $13,969 | 284 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,648 | 184 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,057 | 158 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $13,879 | 268 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $108,018 | 1,932 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $121,474 | 1,981 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $143,057 | 2,070 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $164,408 | 2,060 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $22,432 | 264 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,590 | 173 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $8,908 | 122 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,975 | 122 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $9,267 | 122 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $12,934 | 172 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $9,629 | 122 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $9,903 | 122 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $8,807 | 122 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||