Position in D
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,177,670
+$204,932 QoQ
Shares Held
46,532
-3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#360
of 1,535 holders
Holding Since
Jun 2020
23 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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. D ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
This page
|
46,532 | $3,177,670 |
All Filings in D
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,177,670 | 46,532 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,972,738 | 48,087 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,047,647 | 17,881 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,033,038 | 16,888 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $944,731 | 16,715 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,081,422 | 19,287 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $894,183 | 16,602 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,278,372 | 22,121 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $887,880 | 18,120 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,237,620 | 25,160 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,760,855 | 37,465 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,810,207 | 40,524 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,090,037 | 40,356 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,554,416 | 45,688 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,073,481 | 50,122 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,931,231 | 42,414 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,461,279 | 43,369 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,646,681 | 66,455 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,086,003 | 26,553 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,521,307 | 34,529 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,242,229 | 16,885 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $298,218 | 3,926 | Shares | Sole | 2021-05-18 | |
| 2020-06-30 | $490,895 | 6,047 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||