Position in D
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,451,171
+$1,329,385 QoQ
Shares Held
50,537
+47.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#351
of 1,536 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. D ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
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|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
|
22,137 | $1,599,840 |
All Filings in D
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,451,171 | 50,537 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,121,786 | 34,322 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,966,104 | 33,557 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,853,573 | 30,302 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,748,672 | 30,939 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,659,223 | 29,592 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,303,627 | 24,204 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,178,627 | 20,395 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,081,136 | 22,064 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $726,929 | 14,778 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,709,484 | 36,372 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,460,396 | 32,693 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,610,876 | 31,104 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $693,060 | 12,396 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $754,603 | 12,306 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $938,306 | 13,577 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,064,505 | 13,338 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,077,844 | 12,685 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $852,376 | 10,850 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $371,014 | 5,081 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $227,110 | 3,087 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $239,198 | 3,149 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $97,172 | 1,197 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||