Position in D
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,149,163
+$2,888,530 QoQ
Shares Held
60,758
+198.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#327
of 1,537 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,827,763 across 11 Utilities - Regulated Electric names. D ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
55,960 | $5,355,931 | |
| 2 | FE |
Firstenergy Corp
|
95,358 | $4,533,319 | |
| 3 | D |
Dominion Energy, Inc
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|
60,758 | $4,149,163 | |
| 4 | DUK |
Duke Energy CORP
|
26,460 | $3,349,306 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
32,950 | $2,674,222 | |
| 6 | NEE |
Nextera Energy Inc
|
20,265 | $1,778,659 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,576 | $1,310,092 | |
| 8 | EXC |
Exelon Corp
|
12,730 | $593,472 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,149,163 | 60,758 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,260,633 | 20,392 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,068,681 | 18,240 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $752,391 | 12,300 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $718,312 | 12,709 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $710,743 | 12,676 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $638,779 | 11,860 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $356,737 | 6,173 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $264,061 | 5,389 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $458,203 | 9,749 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $479,577 | 10,736 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $561,817 | 10,848 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $662,253 | 11,845 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $744,854 | 12,147 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $934,367 | 13,520 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,138,729 | 14,268 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,125,087 | 13,241 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,147,446 | 14,606 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $1,031,115 | 14,121 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $932,794 | 12,679 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $961,425 | 12,657 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $990,684 | 13,174 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $969,023 | 12,277 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $749,940 | 9,238 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $758,789 | 10,511 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||