Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,464,586
-$4,875 QoQ
Shares Held
36,090
-9.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#406
of 1,537 holders
Holding Since
Jun 2020
19 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, 2026Dakota Wealth Management holds $35,501,469 across 10 Utilities - Regulated Electric names. D ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,267 | $12,135,694 | |
| 2 | ED |
Consolidated Edison Inc
|
67,618 | $7,480,579 | |
| 3 | AEP |
American Electric Power Co Inc
|
42,412 | $5,802,385 | |
| 4 | AEE |
Ameren Corp
|
22,947 | $2,593,928 | |
| 5 | D |
Dominion Energy, Inc
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|
36,090 | $2,464,586 | |
| 6 | DUK |
Duke Energy CORP
|
14,081 | $1,782,372 | |
| 7 | XEL |
Xcel Energy Inc
|
18,883 | $1,516,304 | |
| 8 | SO |
Southern Co
|
9,417 | $901,301 |
All Filings in D
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,464,586 | 36,090 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,469,461 | 39,946 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,490,075 | 42,500 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $2,875,418 | 47,007 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,801,244 | 49,562 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $3,076,785 | 54,874 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $3,033,556 | 56,323 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,094,018 | 53,539 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,637,670 | 53,830 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,722,814 | 55,353 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,843,152 | 39,216 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,346,068 | 52,520 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,682,617 | 51,798 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $2,910,673 | 52,060 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,191,889 | 52,053 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,462,686 | 50,104 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $3,947,482 | 49,461 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,232,865 | 49,816 | Shares | Other | 2022-05-13 | |
| 2020-06-30 | $432,527 | 5,328 | Shares | Other | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||