Position in D
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$384,677
+$44,482 QoQ
Shares Held
5,633
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#935
of 1,537 holders
Holding Since
Mar 2020
22 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, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. D ranks #12 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in D
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,677 | 5,633 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $340,195 | 5,503 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $259,553 | 4,430 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $280,770 | 4,590 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $280,395 | 4,961 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $316,346 | 5,642 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $262,567 | 4,875 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $262,251 | 4,538 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $209,746 | 4,264 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $207,705 | 3,715 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $297,708 | 4,855 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $684,119 | 9,899 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $772,880 | 9,684 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $628,013 | 7,391 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $521,716 | 6,641 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $546,335 | 7,482 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $637,263 | 8,662 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $689,488 | 9,077 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $589,267 | 7,836 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $675,956 | 8,564 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $775,918 | 9,558 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $678,513 | 9,399 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||