Position in D
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$32,239,945
-$83,660 QoQ
Shares Held
472,104
-9.7% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#108
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, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. D ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
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|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
|
340,356 | $25,965,730 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,239,945 | 472,104 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $32,323,605 | 522,867 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $24,818,931 | 423,604 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $24,837,746 | 406,045 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $21,224,874 | 375,529 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $19,462,940 | 347,119 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $16,365,720 | 303,857 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $16,296,944 | 282,003 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $14,136,402 | 288,498 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $14,244,382 | 289,579 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $19,212,895 | 408,785 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,529,411 | 437,193 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $22,964,359 | 443,413 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,212,501 | 129,002 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $8,193,087 | 133,612 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,948,315 | 143,949 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $19,763,430 | 247,631 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $16,694,650 | 196,477 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $14,262,568 | 181,550 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $12,077,946 | 165,406 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,619,167 | 144,341 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $8,661,946 | 114,033 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,711,854 | 129,147 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $10,387,819 | 131,608 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $10,946,717 | 134,845 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,561,252 | 104,741 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||