Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,916
+$713 QoQ
Shares Held
72
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,476
of 1,537 holders
Holding Since
Dec 2021
13 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, 2026Strategic Wealth Partners, Ltd. holds $17,023,311 across 20 Utilities - Regulated Electric names. D ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
158,209 | $13,886,003 | |
| 2 | ETR |
Entergy Corp /De/
|
8,321 | $955,750 | |
| 3 | DUK |
Duke Energy CORP
|
4,187 | $529,990 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,346 | $457,766 | |
| 5 | SO |
Southern Co
|
4,109 | $393,272 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,779 | $387,863 | |
| 7 | FE |
Firstenergy Corp
|
1,789 | $85,049 | |
| 8 | EVRG |
Evergy, Inc.
|
877 | $75,799 |
All Filings in D
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,916 | 72 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,203 | 68 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,984 | 68 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $672 | 11 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $621 | 11 | Shares | Sole | 2025-08-11 | |
| 2023-09-30 | $1,749,366 | 39,162 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $2,530,666 | 48,864 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $2,752,728 | 49,235 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,921,155 | 31,330 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $4,339,555 | 62,792 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $5,041,757 | 63,172 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $5,493,735 | 64,655 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $5,611,776 | 71,433 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||