Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,827,249
+$3,704,973 QoQ
Shares Held
85,331
+148.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#279
of 1,537 holders
Holding Since
Mar 2022
17 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, 2026Merit Financial Group, LLC holds $113,717,904 across 31 Utilities - Regulated Electric names. D ranks #9 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,295 | $10,939,170 | |
| 2 | AEP |
American Electric Power Co Inc
|
77,844 | $10,649,832 | |
| 3 | NEE |
Nextera Energy Inc
|
117,949 | $10,352,378 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
78,182 | $9,129,307 | |
| 5 | DUK |
Duke Energy CORP
|
70,386 | $8,909,455 | |
| 6 | EIX |
Edison International
|
102,639 | $7,641,469 | |
| 7 | LNT |
Alliant Energy Corp
|
86,734 | $6,616,933 | |
| 8 | PCG |
PG&E Corp
|
383,850 | $6,456,354 |
All Filings in D
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,827,249 | 85,331 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,122,276 | 34,330 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,735,784 | 29,626 | Shares | Other | 2026-01-26 | |
| 2025-06-30 | $1,128,647 | 19,969 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $865,104 | 15,429 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $657,953 | 12,216 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $580,269 | 10,041 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $374,360 | 7,640 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $455,007 | 9,250 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $632,949 | 13,467 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $550,379 | 12,321 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $683,679 | 13,201 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $484,460 | 8,665 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $555,436 | 9,058 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $306,571 | 4,436 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $686,525 | 8,602 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $418,902 | 4,930 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||