Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,682,547
+$2,591,177 QoQ
Shares Held
83,212
+66.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#285
of 1,535 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, 2026Integrated Wealth Concepts LLC holds $85,525,291 across 41 Utilities - Regulated Electric names. D ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
76,958 | $10,528,623 | |
| 2 | SO |
Southern Co
|
99,526 | $9,524,116 | |
| 3 | NEE |
Nextera Energy Inc
|
83,111 | $7,294,652 | |
| 4 | DUK |
Duke Energy CORP
|
52,478 | $6,642,665 | |
| 5 | ED |
Consolidated Edison Inc
|
54,754 | $6,057,435 | |
| 6 | D |
Dominion Energy, Inc
This page
|
83,212 | $5,682,547 | |
| 7 | EIX |
Edison International
|
75,192 | $5,598,044 | |
| 8 | ES |
Eversource Energy
|
67,933 | $4,909,517 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,682,547 | 83,212 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,091,370 | 50,006 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,160,023 | 19,799 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,422,393 | 39,601 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,947,735 | 34,461 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,229,959 | 39,771 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,991,365 | 36,973 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,155,220 | 37,294 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,956,374 | 39,926 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,947,087 | 39,583 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,759,680 | 37,440 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,575,912 | 35,279 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,425,416 | 27,523 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,304,939 | 23,340 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $980,016 | 15,982 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,173,211 | 16,976 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,345,995 | 16,865 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,394,442 | 16,411 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,205,503 | 15,345 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,161,748 | 15,910 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,064,925 | 14,475 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,084,556 | 14,278 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,041,595 | 13,851 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,191,921 | 15,101 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,120,121 | 13,798 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $885,626 | 12,268 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||