Position in D
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,775
-$536 QoQ
Shares Held
26
-35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,504
of 1,537 holders
Holding Since
Mar 2020
18 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, 2026JNBA Financial Advisors holds $1,643,454 across 20 Utilities - Regulated Electric names. D ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
4,061 | $326,098 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,618 | $221,358 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,664 | $194,305 | |
| 4 | LNT |
Alliant Energy Corp
|
2,179 | $166,235 | |
| 5 | CNP |
Centerpoint Energy Inc
|
2,918 | $128,508 | |
| 6 | SO |
Southern Co
|
1,262 | $120,786 | |
| 7 | NEE |
Nextera Energy Inc
|
1,363 | $119,630 | |
| 8 | EIX |
Edison International
|
1,373 | $102,219 |
All Filings in D
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,775 | 26 | Shares | Sole | 2026-07-23 | |
| 2024-09-30 | $2,311 | 40 | Shares | Sole | 2024-10-31 | |
| 2023-12-31 | $14,100 | 300 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $11,033 | 247 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $10,358 | 200 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,697 | 245 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $21,155 | 345 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $25,570 | 370 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $15,962 | 200 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $36,197 | 426 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $32,209 | 410 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $29,938 | 410 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $33,474 | 455 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $34,561 | 455 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $5,113 | 68 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,367 | 68 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,653 | 45 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $3,248 | 45 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||