Position in D
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$744,429
+$86,356 QoQ
Shares Held
10,901
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#708
of 1,537 holders
Holding Since
Dec 2020
23 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, 2026Joel Isaacson & Co., LLC holds $9,865,110 across 8 Utilities - Regulated Electric names. D ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,746 | $4,102,896 | |
| 2 | ED |
Consolidated Edison Inc
|
22,363 | $2,474,018 | |
| 3 | DUK |
Duke Energy CORP
|
6,366 | $805,808 | |
| 4 | D |
Dominion Energy, Inc
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|
10,901 | $744,429 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,830 | $523,982 | |
| 6 | NGG |
National Grid PLC
|
5,734 | $475,176 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,156 | $418,460 | |
| 8 | SO |
Southern Co
|
3,347 | $320,341 |
All Filings in D
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,429 | 10,901 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $658,073 | 10,645 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $615,312 | 10,502 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $638,308 | 10,435 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $586,281 | 10,373 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $577,801 | 10,305 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $615,565 | 11,429 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $656,609 | 11,362 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $681,100 | 13,900 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $680,297 | 13,830 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $674,826 | 14,358 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $638,155 | 14,286 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $870,952 | 16,817 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $869,959 | 15,560 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $950,214 | 15,496 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,068,233 | 15,457 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,228,834 | 15,397 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,253,562 | 14,753 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,195,054 | 15,212 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,107,859 | 15,172 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,113,114 | 15,130 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,146,236 | 15,090 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,169,209 | 15,548 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||