Position in D
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,772,369
+$814,901 QoQ
Shares Held
40,597
+28.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#381
of 1,533 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,008,511 across 20 Utilities - Regulated Electric names. D ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,607 | $15,237,486 | |
| 2 | SO |
Southern Co
|
109,666 | $10,496,132 | |
| 3 | DUK |
Duke Energy CORP
|
42,015 | $5,318,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
32,268 | $3,767,934 | |
| 5 | D |
Dominion Energy, Inc
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|
40,597 | $2,772,369 | |
| 6 | AEP |
American Electric Power Co Inc
|
11,342 | $1,551,699 | |
| 7 | POR |
Portland General Electric Co /Or/
|
22,221 | $1,151,714 | |
| 8 | ETR |
Entergy Corp /De/
|
9,227 | $1,059,813 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,772,369 | 40,597 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,957,468 | 31,664 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,899,194 | 32,415 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,848,802 | 30,224 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,660,105 | 29,372 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,580,276 | 28,184 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,395,835 | 25,916 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,519,877 | 26,300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,082,704 | 22,096 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $498,343 | 10,131 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $476,157 | 10,131 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $508,969 | 11,394 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $967,488 | 18,681 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,039,534 | 18,593 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $961,497 | 15,680 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $599,943 | 8,681 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,105,927 | 13,857 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,054,392 | 12,409 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $556,754 | 7,087 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $725,380 | 9,934 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $624,315 | 8,486 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $727,696 | 9,580 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $744,555 | 9,901 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,953,438 | 24,749 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $6,791,762 | 83,663 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $6,030,247 | 83,533 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||