Position in D
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,820,989
+$1,280,186 QoQ
Shares Held
143,813
+4.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#216
of 1,535 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $46,189,310 across 30 Utilities - Regulated Electric names. D ranks #3 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
125,886 | $15,934,649 | |
| 2 | DTE |
Dte Energy Co
|
89,506 | $13,638,029 | |
| 3 | D |
Dominion Energy, Inc
This page
|
143,813 | $9,820,989 | |
| 4 | XEL |
Xcel Energy Inc
|
64,991 | $5,218,777 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,167 | $433,277 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 | |
| 7 | SO |
Southern Co
|
2,780 | $266,073 | |
| 8 | NEE |
Nextera Energy Inc
|
1,861 | $163,339 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,820,989 | 143,813 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,540,803 | 138,156 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,864,652 | 134,232 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,231,463 | 134,567 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,711,080 | 136,431 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $215,925 | 3,851 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $207,791 | 3,858 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $262,771 | 4,547 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $237,601 | 4,849 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $252,393 | 5,131 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $326,650 | 6,950 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $307,776 | 6,890 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,222,322 | 139,454 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,748,678 | 138,592 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,803,460 | 127,258 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,537,296 | 123,532 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,602,001 | 107,781 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,943,760 | 93,489 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $6,480,257 | 82,488 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,616,333 | 76,915 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,054,994 | 68,710 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,496,983 | 59,202 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,893,620 | 38,479 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,810,776 | 35,611 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,929,623 | 36,088 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,613,422 | 36,202 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||