Position in D
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$390,072
+$23,047 QoQ
Shares Held
5,712
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#925
of 1,533 holders
Holding Since
Sep 2024
4 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, 2026Avestar Capital, LLC holds $6,153,388 across 9 Utilities - Regulated Electric names. D ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,334 | $1,170,325 | |
| 2 | AEE |
Ameren Corp
|
9,906 | $1,119,774 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,494 | $888,444 | |
| 4 | DUK |
Duke Energy CORP
|
5,632 | $712,898 | |
| 5 | SO |
Southern Co
|
7,373 | $705,669 | |
| 6 | ETR |
Entergy Corp /De/
|
3,977 | $456,798 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,749 | $437,770 | |
| 8 | D |
Dominion Energy, Inc
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|
5,712 | $390,072 |
All Filings in D
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,072 | 5,712 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $367,025 | 5,937 | Shares | Sole | 2026-05-13 | |
| 2024-12-31 | $242,531 | 4,503 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $223,936 | 3,875 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||