Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,195,942
+$334,171 QoQ
Shares Held
61,443
-1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#326
of 1,537 holders
Holding Since
Jun 2020
24 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, 2026Principle Wealth Partners LLC holds $32,467,094 across 12 Utilities - Regulated Electric names. D ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
100,553 | $9,623,927 | |
| 2 | DUK |
Duke Energy CORP
|
41,778 | $5,288,259 | |
| 3 | AEP |
American Electric Power Co Inc
|
33,014 | $4,516,645 | |
| 4 | D |
Dominion Energy, Inc
This page
|
61,443 | $4,195,942 | |
| 5 | NEE |
Nextera Energy Inc
|
41,082 | $3,605,767 | |
| 6 | EXC |
Exelon Corp
|
51,410 | $2,396,734 | |
| 7 | ES |
Eversource Energy
|
12,256 | $885,741 | |
| 8 | ED |
Consolidated Edison Inc
|
5,338 | $590,542 |
All Filings in D
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,195,942 | 61,443 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $3,861,771 | 62,468 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,498,584 | 59,713 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $3,588,415 | 58,663 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,185,975 | 56,369 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $3,450,211 | 61,534 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $2,191,832 | 40,695 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $638,984 | 11,057 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $550,564 | 11,236 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $552,600 | 11,234 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $299,860 | 6,380 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $284,860 | 6,377 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $330,264 | 6,377 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $360,507 | 6,448 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $395,391 | 6,448 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $445,621 | 6,448 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $522,595 | 6,548 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $556,383 | 6,548 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $514,410 | 6,548 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $478,134 | 6,548 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $481,736 | 6,548 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $497,386 | 6,548 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $387,129 | 5,148 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $101,475 | 1,250 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||