Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,291,255
+$1,186,654 QoQ
Shares Held
106,769
+8.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#250
of 1,536 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Waverly Advisors, LLC holds $132,199,298 across 27 Utilities - Regulated Electric names. D ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,945 | $33,301,815 | |
| 2 | AEP |
American Electric Power Co Inc
|
185,178 | $25,334,202 | |
| 3 | NEE |
Nextera Energy Inc
|
193,331 | $16,968,661 | |
| 4 | DUK |
Duke Energy CORP
|
126,743 | $16,043,128 | |
| 5 | D |
Dominion Energy, Inc
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|
106,769 | $7,291,255 | |
| 6 | XEL |
Xcel Energy Inc
|
73,580 | $5,908,473 | |
| 7 | EXC |
Exelon Corp
|
102,569 | $4,781,766 | |
| 8 | DTE |
Dte Energy Co
|
26,700 | $4,068,279 |
All Filings in D
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,291,255 | 106,769 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,104,601 | 98,748 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,676,316 | 96,882 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,290,748 | 21,101 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,025,159 | 18,138 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $975,057 | 17,390 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $796,266 | 14,784 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $831,713 | 14,392 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $703,983 | 14,367 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $276,299 | 5,617 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||