Position in D
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,523,413
-$106,471 QoQ
Shares Held
22,308
-15.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#509
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, 2026Belpointe Asset Management LLC holds $19,774,302 across 15 Utilities - Regulated Electric names. D ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
75,013 | $6,583,891 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
40,721 | $4,754,991 | |
| 3 | D |
Dominion Energy, Inc
This page
|
22,308 | $1,523,413 | |
| 4 | DUK |
Duke Energy CORP
|
10,570 | $1,337,950 | |
| 5 | SO |
Southern Co
|
10,930 | $1,046,110 | |
| 6 | ED |
Consolidated Edison Inc
|
8,268 | $914,688 | |
| 7 | ES |
Eversource Energy
|
12,165 | $879,164 | |
| 8 | ETR |
Entergy Corp /De/
|
4,897 | $562,469 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,523,413 | 22,308 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,629,884 | 26,365 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,248,494 | 21,309 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $936,390 | 15,308 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $880,581 | 15,580 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $880,579 | 15,705 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $518,456 | 9,626 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $557,326 | 9,644 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $476,427 | 9,723 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $455,450 | 9,259 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $436,066 | 9,278 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $276,998 | 6,201 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $615,368 | 11,882 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $765,463 | 13,691 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $949,417 | 15,483 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,288,486 | 18,644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,100,180 | 13,785 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,363,088 | 16,042 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,282,570 | 16,326 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,241,851 | 17,007 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,600,993 | 35,354 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $929,142 | 12,232 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $940,526 | 12,507 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $802,875 | 10,172 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $857,179 | 10,559 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $907,283 | 12,568 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||