Position in D
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$135,350
+$13,998 QoQ
Shares Held
1,982
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,249
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, 2026Tradewinds Capital Management, LLC holds $1,235,475 across 8 Utilities - Regulated Electric names. D ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
8,469 | $680,060 | |
| 2 | DUK |
Duke Energy CORP
|
1,835 | $232,274 | |
| 3 | EVRG |
Evergy, Inc.
|
1,800 | $155,574 | |
| 4 | D |
Dominion Energy, Inc
This page
|
1,982 | $135,350 | |
| 5 | AEP |
American Electric Power Co Inc
|
176 | $24,078 | |
| 6 | NEE |
Nextera Energy Inc
|
82 | $7,197 | |
| 7 | FE |
Firstenergy Corp
|
12 | $570 | |
| 8 | EIX |
Edison International
|
5 | $372 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,350 | 1,982 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $121,352 | 1,963 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $113,781 | 1,942 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $117,385 | 1,919 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $107,274 | 1,898 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $105,131 | 1,875 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $99,802 | 1,853 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $105,755 | 1,830 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $88,641 | 1,809 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $87,853 | 1,786 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $82,814 | 1,762 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $77,591 | 1,737 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $88,871 | 1,716 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $94,599 | 1,692 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $102,527 | 1,672 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $114,307 | 1,654 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $130,888 | 1,640 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $186,169 | 2,191 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $170,789 | 2,174 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $157,504 | 2,157 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $157,366 | 2,139 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $119,561 | 1,574 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $117,387 | 1,561 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $122,183 | 1,548 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $124,205 | 1,530 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $110,306 | 1,528 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||