Position in D
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$852,327
-$352,173 QoQ
Shares Held
12,481
-35.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#667
of 1,537 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, 2026Wealthcare Advisory Partners LLC holds $21,287,967 across 13 Utilities - Regulated Electric names. D ranks #10 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,770 | $4,859,196 | |
| 2 | DUK |
Duke Energy CORP
|
18,403 | $2,329,451 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,282 | $2,227,540 | |
| 4 | NEE |
Nextera Energy Inc
|
25,002 | $2,194,425 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
18,681 | $1,998,867 | |
| 6 | ETR |
Entergy Corp /De/
|
13,132 | $1,508,341 | |
| 7 | EXC |
Exelon Corp
|
31,766 | $1,480,930 | |
| 8 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,327 | 12,481 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,204,500 | 19,484 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $730,324 | 12,465 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,008,570 | 16,488 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $925,910 | 16,382 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $862,300 | 15,379 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $835,207 | 15,507 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $487,458 | 8,435 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $411,747 | 8,403 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $712,369 | 14,482 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $678,069 | 14,427 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $706,500 | 15,816 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $891,564 | 17,215 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $970,429 | 17,357 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,058,689 | 17,265 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,161,324 | 16,804 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,276,800 | 15,998 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,214,646 | 14,295 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,143,519 | 14,556 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,120,637 | 15,347 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,080,743 | 14,690 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,145,097 | 15,075 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,255,915 | 16,701 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,146,537 | 14,526 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,071,413 | 13,198 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $835,815 | 11,578 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||