Position in D
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,491,863
-$9,659,043 QoQ
Shares Held
21,846
-87.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#513
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, 2026Brookstone Capital Management holds $106,991,323 across 21 Utilities - Regulated Electric names. D ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
347,645 | $25,124,304 | |
| 2 | EIX |
Edison International
|
325,771 | $24,253,650 | |
| 3 | SO |
Southern Co
|
176,901 | $16,931,194 | |
| 4 | NEE |
Nextera Energy Inc
|
165,650 | $14,539,100 | |
| 5 | DUK |
Duke Energy CORP
|
38,750 | $4,904,975 | |
| 6 | AEP |
American Electric Power Co Inc
|
29,119 | $3,983,770 | |
| 7 | EXC |
Exelon Corp
|
65,337 | $3,046,010 | |
| 8 | ED |
Consolidated Edison Inc
|
26,423 | $2,923,176 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,491,863 | 21,846 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $11,150,906 | 180,377 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $11,287,187 | 192,647 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $12,535,506 | 204,929 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $12,371,606 | 218,889 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,796,735 | 210,393 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,737,206 | 199,354 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $11,615,847 | 201,001 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $9,966,208 | 203,392 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $10,390,649 | 211,235 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $12,314,235 | 262,005 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $12,334,191 | 276,118 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $13,515,480 | 260,967 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $14,679,897 | 262,563 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $14,335,880 | 233,788 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,010,824 | 29,096 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,326,142 | 29,146 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,390,630 | 28,135 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $2,228,825 | 28,371 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $2,447,703 | 33,521 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,973,662 | 26,827 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $751,168 | 9,889 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $715,001 | 9,508 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $676,745 | 8,574 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,807,935 | 34,589 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,127,126 | 43,318 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||