Position in D
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$435,826
-$59,352 QoQ
Shares Held
6,382
-20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#892
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SeaCrest Wealth Management, LLC holds $6,171,794 across 10 Utilities - Regulated Electric names. D ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
9,598 | $1,452,177 | |
| 2 | SO |
Southern Co
|
10,461 | $1,001,222 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,869 | $802,937 | |
| 4 | DUK |
Duke Energy CORP
|
4,690 | $593,660 | |
| 5 | NEE |
Nextera Energy Inc
|
6,563 | $576,034 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,622 | $456,281 | |
| 7 | D |
Dominion Energy, Inc
This page
|
6,382 | $435,826 | |
| 8 | ED |
Consolidated Edison Inc
|
3,105 | $343,506 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,826 | 6,382 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $495,178 | 8,010 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $461,337 | 7,874 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $480,612 | 7,857 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $483,698 | 8,558 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $452,372 | 8,068 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $437,989 | 8,132 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $476,016 | 8,237 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $395,185 | 8,065 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $409,605 | 8,327 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $735,268 | 15,644 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $728,701 | 16,313 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $844,228 | 16,301 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $977,474 | 17,483 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,035,388 | 16,885 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $996,427 | 14,418 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,228,036 | 15,387 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,407,952 | 16,570 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,332,691 | 16,964 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,282,085 | 17,558 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,282,177 | 17,428 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,346,087 | 17,721 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,655,076 | 22,009 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,859,038 | 23,553 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,634,965 | 20,140 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,174,025 | 16,263 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||