Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,978,690
+$4,359,502 QoQ
Shares Held
102,192
+141.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#256
of 1,535 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Derivatives in D
reported options exposure · as of Jun 30, 2026CallValue
$566,807
CallShares
8,300
PutValue
$416,569
PutShares
6,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. D ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
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|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in D
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,978,690 | 102,192 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $416,569 | 6,100 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $566,807 | 8,300 | Call | Sole | 2026-08-07 | |
| 2026-03-31 | $2,619,188 | 42,368 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $377,102 | 6,100 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $357,399 | 6,100 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $3,137,259 | 53,546 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $492,156 | 8,400 | Call | Sole | 2026-02-10 | |
| 2025-09-30 | $373,137 | 6,100 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $513,828 | 8,400 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $3,222,374 | 52,679 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,861,711 | 32,939 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,720,843 | 30,691 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,449,317 | 26,909 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,230,695 | 21,296 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $826,728 | 16,872 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $528,989 | 10,754 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $456,417 | 9,711 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $451,076 | 10,098 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $251,077 | 4,848 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $437,663 | 7,828 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $343,208 | 5,597 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $338,915 | 4,904 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $389,233 | 4,877 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $356,789 | 4,199 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $375,752 | 4,783 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $395,403 | 5,415 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $257,421 | 3,499 | Shares | Sole | 2021-08-12 | |
| 2020-09-30 | $1,145,590 | 14,514 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $919,688 | 11,329 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $211,877 | 2,935 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||