Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,236,575
+$885,190 QoQ
Shares Held
62,038
+14.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#323
of 1,536 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, 2026Stratos Wealth Partners, LTD. holds $55,015,753 across 21 Utilities - Regulated Electric names. D ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
83,473 | $9,747,142 | |
| 2 | NEE |
Nextera Energy Inc
|
109,916 | $9,647,327 | |
| 3 | SO |
Southern Co
|
73,922 | $7,075,074 | |
| 4 | DUK |
Duke Energy CORP
|
54,789 | $6,935,191 | |
| 5 | D |
Dominion Energy, Inc
This page
|
62,038 | $4,236,575 | |
| 6 | AEP |
American Electric Power Co Inc
|
23,147 | $3,166,741 | |
| 7 | FE |
Firstenergy Corp
|
39,808 | $1,892,472 | |
| 8 | LNT |
Alliant Energy Corp
|
23,701 | $1,808,149 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,236,575 | 62,038 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,351,385 | 54,212 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,053,652 | 52,119 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,933,285 | 47,953 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,770,093 | 31,318 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,855,468 | 33,092 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,945,261 | 36,117 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,282,184 | 39,491 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,709,267 | 34,883 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,746,933 | 35,514 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,629,114 | 34,662 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,698,889 | 38,032 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,317,097 | 64,049 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,388,425 | 60,605 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,962,621 | 64,622 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,846,109 | 55,652 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,655,077 | 58,327 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,731,894 | 55,689 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,232,655 | 53,878 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,082,913 | 55,915 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,402,208 | 59,837 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $4,573,931 | 60,215 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,118,788 | 68,069 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,423,832 | 68,717 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,509,199 | 67,864 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $4,671,342 | 64,709 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||