Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$367,809
+$30,334 QoQ
Shares Held
5,386
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#951
of 1,537 holders
Holding Since
Mar 2021
12 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $16,108,587 across 18 Utilities - Regulated Electric names. D ranks #16 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,676 | $4,184,522 | |
| 2 | DUK |
Duke Energy CORP
|
17,476 | $2,212,112 | |
| 3 | SO |
Southern Co
|
22,829 | $2,184,963 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,264 | $993,787 | |
| 5 | NGG |
National Grid PLC
|
10,445 | $865,577 | |
| 6 | ED |
Consolidated Edison Inc
|
6,035 | $667,652 | |
| 7 | ETR |
Entergy Corp /De/
|
4,729 | $543,172 | |
| 8 | ES |
Eversource Energy
|
6,845 | $494,688 |
All Filings in D
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,809 | 5,386 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $337,475 | 5,459 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $300,508 | 5,129 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $300,100 | 4,906 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $236,366 | 4,182 | Shares | Sole | 2025-07-28 | |
| 2022-09-30 | $765,116 | 11,071 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $409,744 | 5,134 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $320,591 | 3,773 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $219,025 | 2,788 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $213,291 | 2,921 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $222,034 | 3,018 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $225,145 | 2,964 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||