Position in D
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$649,847
-$252 QoQ
Shares Held
9,516
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#753
of 1,537 holders
Holding Since
Jun 2024
9 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, 2026Sharp Wealth Advisory, LLC holds $1,060,129 across 3 Utilities - Regulated Electric names. D ranks #1 (61.3% of the industry book) .
All Filings in D
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,847 | 9,516 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $650,099 | 10,516 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $341,286 | 5,825 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $247,983 | 4,054 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $597,925 | 10,579 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $625,404 | 11,154 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $568,223 | 10,550 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $468,099 | 8,100 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $418,950 | 8,550 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||