Position in D
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$497,765
+$88,332 QoQ
Shares Held
7,289
+10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#843
of 1,535 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, 2026Capital Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. D ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
146,712 | $20,071,668 | |
| 2 | NEE |
Nextera Energy Inc
|
46,297 | $4,063,487 | |
| 3 | AEE |
Ameren Corp
|
19,745 | $2,231,974 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
10,239 | $830,996 | |
| 5 | DUK |
Duke Energy CORP
|
4,610 | $583,533 | |
| 6 | D |
Dominion Energy, Inc
This page
|
7,289 | $497,765 | |
| 7 | SO |
Southern Co
|
3,591 | $343,693 | |
| 8 | XEL |
Xcel Energy Inc
|
1,516 | $121,734 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,765 | 7,289 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $409,433 | 6,623 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $389,681 | 6,651 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $397,237 | 6,494 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $366,136 | 6,478 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $363,220 | 6,478 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $344,542 | 6,397 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $311,661 | 5,393 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $265,972 | 5,428 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $218,305 | 4,438 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $209,526 | 4,458 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $234,338 | 5,246 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $233,521 | 4,509 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $223,919 | 4,005 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $264,227 | 4,309 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $197,447 | 2,857 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $230,172 | 2,884 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $247,602 | 2,914 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $229,788 | 2,925 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $212,415 | 2,909 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $211,734 | 2,878 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $194,837 | 2,565 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $175,216 | 2,330 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,105 | 14 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,172,401 | 14,442 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,051,591 | 14,567 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||