Position in D
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$440,529
+$24,189 QoQ
Shares Held
7,126
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Sunbelt Securities, Inc. holds $4,891,603 across 26 Utilities - Regulated Electric names. D ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,203 | $1,690,694 | |
| 2 | EVRG |
Evergy, Inc.
|
7,348 | $601,948 | |
| 3 | DUK |
Duke Energy CORP
|
3,852 | $504,380 | |
| 4 | D |
Dominion Energy, Inc
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|
7,126 | $440,529 | |
| 5 | SO |
Southern Co
|
4,211 | $406,445 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,580 | $338,186 | |
| 7 | ETR |
Entergy Corp /De/
|
2,818 | $316,630 | |
| 8 | XEL |
Xcel Energy Inc
|
2,845 | $226,006 |
All Filings in D
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $440,529 | 7,126 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $416,340 | 7,106 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $460,671 | 7,531 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $401,857 | 7,110 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $381,276 | 6,800 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $382,944 | 7,110 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $366,908 | 6,349 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $312,865 | 6,385 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $328,294 | 6,674 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $311,516 | 6,628 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $285,396 | 6,389 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $308,771 | 5,962 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $353,630 | 6,325 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $459,225 | 7,489 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $460,134 | 6,658 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $549,172 | 6,881 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $650,360 | 7,654 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $785,442 | 9,998 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $837,904 | 11,475 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $844,215 | 11,475 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $956,640 | 12,594 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $983,014 | 13,072 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $906,826 | 11,489 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,356,193 | 16,706 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,176,119 | 16,292 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||