Position in D
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$265,369
-$112,647 QoQ
Shares Held
3,886
-39.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,078
of 1,537 holders
Holding Since
Dec 2021
17 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, 2026EverSource Wealth Advisors, LLC holds $17,096,192 across 41 Utilities - Regulated Electric names. D ranks #18 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in D
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,369 | 3,886 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $378,016 | 6,452 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $416,440 | 6,808 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $371,503 | 6,573 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,071,327 | 19,107 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $972,707 | 18,060 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,102,283 | 19,074 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $930,559 | 18,991 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $139,590 | 2,970 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $89,113 | 1,995 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $92,807 | 1,792 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $73,407 | 1,313 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $127,483 | 2,079 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $81,272 | 1,176 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $57,860 | 725 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $54,550 | 642 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $59,626 | 759 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||