Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,124,736
+$45,854 QoQ
Shares Held
16,470
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#584
of 1,533 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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. D ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
This page
|
16,470 | $1,124,736 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,124,736 | 16,470 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,078,882 | 17,452 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $673,902 | 11,502 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $710,122 | 11,609 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $557,287 | 9,860 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $730,592 | 13,030 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $720,862 | 13,384 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $868,757 | 15,033 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $390,089 | 7,961 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $367,154 | 7,464 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $405,328 | 8,624 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $663,885 | 14,862 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $722,781 | 13,956 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $847,651 | 15,161 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $904,102 | 14,744 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $965,397 | 13,969 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $792,194 | 9,926 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $783,933 | 9,226 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,192,540 | 15,180 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $862,074 | 11,806 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $698,988 | 9,501 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,940,322 | 25,544 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $906,385 | 12,053 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $589,607 | 7,470 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $607,632 | 7,485 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $902,375 | 12,500 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||