Position in D
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$415,817
+$29,504 QoQ
Shares Held
6,089
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#903
of 1,537 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Derivatives in D
reported options exposure · as of Dec 31, 2022CallValue
$30
CallShares
3
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kovack Advisors, Inc. holds $9,546,944 across 12 Utilities - Regulated Electric names. D ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,207 | $1,934,011 | |
| 2 | NEE |
Nextera Energy Inc
|
18,471 | $1,621,199 | |
| 3 | ED |
Consolidated Edison Inc
|
12,031 | $1,330,989 | |
| 4 | DUK |
Duke Energy CORP
|
7,463 | $944,666 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,777 | $927,161 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,918 | $691,044 | |
| 7 | EIX |
Edison International
|
8,346 | $621,359 | |
| 8 | D |
Dominion Energy, Inc
This page
|
6,089 | $415,817 |
All Filings in D
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,817 | 6,089 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $386,313 | 6,249 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $383,474 | 6,269 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $424,465 | 7,510 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $549,261 | 9,796 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $541,939 | 10,062 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $656,205 | 11,355 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $476,966 | 9,734 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $421,017 | 8,559 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $402,555 | 8,565 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $361,916 | 8,102 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $435,709 | 8,413 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $583,197 | 10,431 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $30 | 3 | Call | Sole | 2023-02-22 | |
| 2022-12-31 | $539,248 | 8,794 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $575,133 | 8,322 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $207 | 3 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $957,799 | 12,001 | Shares | Sole | 2022-08-10 | |
| 2022-06-30 | $1,037 | 13 | Call | Sole | 2022-08-10 | |
| 2022-03-31 | $1,104 | 13 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $1,101,721 | 12,966 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,159,859 | 14,764 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $707 | 9 | Call | Sole | 2022-01-18 | |
| 2021-09-30 | $1,087,413 | 14,892 | Shares | Sole | 2021-11-03 | |
| 2021-09-30 | $438 | 6 | Call | Sole | 2021-11-03 | |
| 2021-06-30 | $1,095,089 | 14,885 | Shares | Sole | 2021-07-29 | |
| 2021-06-30 | $441 | 6 | Call | Sole | 2021-07-29 | |
| 2021-03-31 | $1,062,300 | 13,985 | Shares | Sole | 2021-05-04 | |
| 2021-03-31 | $455 | 6 | Call | Sole | 2021-05-04 | |
| 2020-12-31 | $451 | 6 | Put | Sole | 2021-01-14 | |
| 2020-12-31 | $1,024,224 | 13,620 | Shares | Sole | 2021-01-14 | |
| 2020-12-31 | $451 | 6 | Call | Sole | 2021-01-14 | |
| 2020-09-30 | $473 | 6 | Put | Sole | 2020-11-02 | |
| 2020-09-30 | $1,097,363 | 13,903 | Shares | Sole | 2020-11-02 | |
| 2020-09-30 | $1,262 | 16 | Call | Sole | 2020-11-02 | |
| 2020-06-30 | $1,298 | 16 | Call | Sole | 2020-07-31 | |
| 2020-06-30 | $1,027,089 | 12,652 | Shares | Sole | 2020-07-31 | |
| 2020-06-30 | $487 | 6 | Put | Sole | 2020-07-31 | |
| 2020-03-31 | $939,191 | 13,010 | Shares | Sole | 2020-04-30 | |
| 2020-03-31 | $433 | 6 | Call | Sole | 2020-04-30 | |
| 2020-03-31 | $433 | 6 | Put | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||