Position in D
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$629,019
+$302,734 QoQ
Shares Held
9,211
+74.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#763
of 1,537 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, 2026Chesapeake Wealth Management holds $5,081,027 across 7 Utilities - Regulated Electric names. D ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,370 | $2,490,034 | |
| 2 | SO |
Southern Co
|
9,095 | $870,481 | |
| 3 | D |
Dominion Energy, Inc
This page
|
9,211 | $629,019 | |
| 4 | DUK |
Duke Energy CORP
|
3,017 | $381,891 | |
| 5 | AEE |
Ameren Corp
|
2,211 | $249,931 | |
| 6 | LNT |
Alliant Energy Corp
|
3,220 | $245,653 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,637 | $214,018 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,019 | 9,211 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $326,285 | 5,278 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $310,584 | 5,301 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $268,290 | 4,386 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $248,743 | 4,401 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $276,424 | 4,930 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $268,707 | 4,989 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $317,728 | 5,498 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $239,414 | 4,886 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $273,201 | 5,554 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $326,321 | 6,943 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $400,420 | 8,964 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $507,075 | 9,791 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $598,795 | 10,710 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $669,736 | 10,922 | Shares | Sole | 2023-02-23 | |
| 2022-09-30 | $628,762 | 9,098 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $823,079 | 10,313 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $936,793 | 11,025 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $812,938 | 10,348 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $793,361 | 10,865 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $894,537 | 12,159 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,130,891 | 14,888 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,181,466 | 15,711 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,255,618 | 15,908 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,313,572 | 16,181 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,254,589 | 17,379 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||