Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,296
+$1,511 QoQ
Shares Held
224
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,421
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, 2026Winch Advisory Services, LLC holds $1,867,099 across 11 Utilities - Regulated Electric names. D ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
7,858 | $917,578 | |
| 2 | NEE |
Nextera Energy Inc
|
7,914 | $694,611 | |
| 3 | LNT |
Alliant Energy Corp
|
1,018 | $77,663 | |
| 4 | SO |
Southern Co
|
565 | $54,076 | |
| 5 | XEL |
Xcel Energy Inc
|
404 | $32,441 | |
| 6 | DUK |
Duke Energy CORP
|
255 | $32,277 | |
| 7 | ETR |
Entergy Corp /De/
|
164 | $18,837 | |
| 8 | D |
Dominion Energy, Inc
This page
|
224 | $15,296 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,296 | 224 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,785 | 223 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,948 | 221 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,396 | 219 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,321 | 218 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,111 | 216 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,579 | 215 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $12,309 | 213 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,388 | 212 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,329 | 210 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,776 | 208 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $9,202 | 206 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $10,616 | 205 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,349 | 203 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,386 | 202 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $13,752 | 199 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $15,802 | 198 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,739 | 197 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $15,319 | 195 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $14,092 | 193 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,386 | 114 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $8,583 | 113 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $8,422 | 112 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,971 | 139 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $8,929 | 110 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $7,868 | 109 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||