Position in D
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$310,378
-$242,787 QoQ
Shares Held
4,545
-49.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,013
of 1,537 holders
Holding Since
Dec 2025
3 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, 2026BIP Wealth, LLC holds $7,656,652 across 9 Utilities - Regulated Electric names. D ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
31,963 | $3,059,178 | |
| 2 | NEE |
Nextera Energy Inc
|
15,296 | $1,342,529 | |
| 3 | DUK |
Duke Energy CORP
|
6,858 | $868,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,683 | $777,491 | |
| 5 | ED |
Consolidated Edison Inc
|
4,290 | $474,602 | |
| 6 | XEL |
Xcel Energy Inc
|
4,331 | $347,779 | |
| 7 | D |
Dominion Energy, Inc
This page
|
4,545 | $310,378 | |
| 8 | EXC |
Exelon Corp
|
5,637 | $262,796 |
All Filings in D
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,378 | 4,545 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $553,165 | 8,948 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $491,687 | 8,392 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||