Position in D
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$545,978
+$57,168 QoQ
Shares Held
7,995
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#807
of 1,537 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Composition Wealth, LLC holds $10,231,752 across 20 Utilities - Regulated Electric names. D ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,902 | $2,624,498 | |
| 2 | SO |
Southern Co
|
21,889 | $2,094,996 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,881 | $804,579 | |
| 4 | D |
Dominion Energy, Inc
This page
|
7,995 | $545,978 | |
| 5 | EVRG |
Evergy, Inc.
|
5,751 | $497,058 | |
| 6 | DUK |
Duke Energy CORP
|
3,885 | $491,763 | |
| 7 | ED |
Consolidated Edison Inc
|
3,411 | $377,358 | |
| 8 | EXC |
Exelon Corp
|
6,419 | $299,253 |
All Filings in D
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,978 | 7,995 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $488,810 | 7,907 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $452,139 | 7,717 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $428,312 | 7,002 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $364,101 | 6,442 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $293,918 | 5,242 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $302,154 | 5,610 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,019,762 | 17,646 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $853,384 | 17,416 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $868,941 | 17,665 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $813,429 | 17,307 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $774,488 | 17,338 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $897,935 | 17,338 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $977,586 | 17,485 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,072,180 | 17,485 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,198,229 | 17,338 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,381,271 | 17,307 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,470,575 | 17,307 | Shares | Sole | 2022-04-25 | |
| 2021-03-31 | $206,155 | 2,714 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $204,318 | 2,717 | Shares | Sole | 2021-01-19 | |
| 2020-03-31 | $451,765 | 6,258 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||