Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,593,000
+$164,711 QoQ
Shares Held
23,327
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#499
of 1,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $12,050,131 across 7 Utilities - Regulated Electric names. D ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
32,774 | $4,483,810 | |
| 2 | LNT |
Alliant Energy Corp
|
41,130 | $3,137,807 | |
| 3 | D |
Dominion Energy, Inc
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|
23,327 | $1,593,000 | |
| 4 | DUK |
Duke Energy CORP
|
11,877 | $1,503,390 | |
| 5 | NEE |
Nextera Energy Inc
|
7,245 | $635,893 | |
| 6 | EXC |
Exelon Corp
|
8,145 | $379,719 | |
| 7 | SO |
Southern Co
|
3,307 | $316,512 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,593,000 | 23,327 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,428,289 | 23,104 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,428,951 | 24,389 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,629,201 | 26,634 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,657,957 | 29,334 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,672,063 | 29,821 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,812,981 | 33,661 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,086,334 | 36,102 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,914,430 | 39,070 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,160,572 | 43,923 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,976,726 | 42,058 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,105,341 | 47,131 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,464,168 | 47,580 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,631,571 | 47,068 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,797,725 | 45,625 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,475,887 | 50,295 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,953,228 | 49,533 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,963,595 | 46,647 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,701,825 | 47,121 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,427,777 | 46,943 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,341,843 | 45,424 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $3,517,707 | 46,310 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,244,128 | 43,140 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,399,515 | 43,070 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,352,652 | 41,299 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,053,348 | 42,296 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||