Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,207,269
+$322,130 QoQ
Shares Held
32,322
+6.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#428
of 1,536 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,663,808 across 22 Utilities - Regulated Electric names. D ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
119,680 | $10,504,313 | |
| 2 | SO |
Southern Co
|
34,256 | $3,278,641 | |
| 3 | AEP |
American Electric Power Co Inc
|
23,590 | $3,227,347 | |
| 4 | DUK |
Duke Energy CORP
|
20,484 | $2,592,864 | |
| 5 | D |
Dominion Energy, Inc
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|
32,322 | $2,207,269 | |
| 6 | ED |
Consolidated Edison Inc
|
14,020 | $1,551,032 | |
| 7 | EXC |
Exelon Corp
|
29,638 | $1,381,723 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
12,259 | $994,940 |
All Filings in D
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,207,269 | 32,322 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,885,139 | 30,494 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,528,320 | 26,085 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,022,273 | 16,712 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $456,625 | 8,079 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $345,503 | 6,162 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $332,639 | 6,176 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $224,225 | 3,880 | Shares | Sole | 2024-10-16 | |
| 2023-06-30 | $226,943 | 4,382 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $259,981 | 4,650 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $269,746 | 4,399 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $364,831 | 5,279 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $338,075 | 4,236 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $374,802 | 4,411 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $353,677 | 4,502 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $314,351 | 4,305 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $306,713 | 4,169 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $286,521 | 3,772 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $219,433 | 2,918 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $236,553 | 2,997 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $221,621 | 2,730 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $246,167 | 3,410 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||