Position in D
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$409
+$39 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,524
of 1,537 holders
Holding Since
Mar 2020
20 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, 2026West Branch Capital LLC holds $350,159 across 9 Utilities - Regulated Electric names. D ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,331 | $168,477 | |
| 2 | NEE |
Nextera Energy Inc
|
850 | $74,604 | |
| 3 | ED |
Consolidated Edison Inc
|
450 | $49,783 | |
| 4 | ES |
Eversource Energy
|
478 | $34,545 | |
| 5 | SO |
Southern Co
|
156 | $14,930 | |
| 6 | AEP |
American Electric Power Co Inc
|
50 | $6,840 | |
| 7 | D |
Dominion Energy, Inc
This page
|
6 | $409 | |
| 8 | EVRG |
Evergy, Inc.
|
4 | $345 |
All Filings in D
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409 | 6 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $370 | 6 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $351 | 6 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $367 | 6 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $339 | 6 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $336 | 6 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $323 | 6 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $346 | 6 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $22,111 | 495 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $38,635 | 746 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $41,708 | 746 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $45,744 | 746 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $58,536 | 847 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $82,683 | 1,036 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $87,858 | 1,034 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $81,938 | 1,043 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $83,096 | 1,138 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $83,501 | 1,135 | Shares | Sole | 2021-08-17 | |
| 2020-06-30 | $382,601 | 4,713 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $808,600 | 11,201 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||