Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,709,551
+$315,448 QoQ
Shares Held
68,964
-3.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#305
of 1,533 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, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names. D ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
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|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
|
12,032 | $1,360,097 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,709,551 | 68,964 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,394,103 | 71,079 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,607,034 | 61,564 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,734,673 | 61,054 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,529,278 | 62,443 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,552,875 | 63,365 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,853,772 | 52,985 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,569,168 | 61,761 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,032,520 | 41,480 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,935,724 | 39,352 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,501,885 | 31,955 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $439,106 | 9,830 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $640,642 | 12,370 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $669,298 | 11,971 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $748,042 | 12,199 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $801,952 | 11,604 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $703,445 | 8,814 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $746,036 | 8,780 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $629,894 | 8,018 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $560,866 | 7,681 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $928,747 | 12,624 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $718,961 | 9,465 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $650,931 | 8,656 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $607,287 | 7,694 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $855,068 | 10,533 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $928,002 | 12,855 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||