Position in D
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$960,250
+$46,891 QoQ
Shares Held
15,533
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $25,564,869 across 15 Utilities - Regulated Electric names. D ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
160,453 | $13,144,309 | |
| 2 | AEP |
American Electric Power Co Inc
|
34,027 | $4,460,259 | |
| 3 | DUK |
Duke Energy CORP
|
13,151 | $1,721,991 | |
| 4 | NEE |
Nextera Energy Inc
|
13,801 | $1,281,836 | |
| 5 | D |
Dominion Energy, Inc
This page
|
15,533 | $960,250 | |
| 6 | SO |
Southern Co
|
8,694 | $839,144 | |
| 7 | ED |
Consolidated Edison Inc
|
6,344 | $718,013 | |
| 8 | EIX |
Edison International
|
7,369 | $539,263 |
All Filings in D
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $960,250 | 15,533 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $913,359 | 15,589 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $937,919 | 15,333 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $799,136 | 14,139 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $850,862 | 15,175 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $835,799 | 15,518 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $913,428 | 15,806 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $808,108 | 16,492 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $871,597 | 17,719 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $852,016 | 18,128 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $933,379 | 20,895 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,279,834 | 24,712 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,407,031 | 25,166 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,647,545 | 26,868 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,873,157 | 27,104 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,361,099 | 29,584 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,498,712 | 29,407 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,191,274 | 27,893 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,883,989 | 25,801 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,893,544 | 25,738 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,800,024 | 23,697 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,956,403 | 26,016 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,260,167 | 53,974 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,257,615 | 27,810 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||