Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$779,666
+$121,840 QoQ
Shares Held
11,417
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#693
of 1,537 holders
Holding Since
Mar 2024
10 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, 2026MONECO ADVISORS, LLC holds $10,802,682 across 8 Utilities - Regulated Electric names. D ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
37,747 | $4,778,015 | |
| 2 | NEE |
Nextera Energy Inc
|
16,835 | $1,477,607 | |
| 3 | SO |
Southern Co
|
13,562 | $1,298,019 | |
| 4 | D |
Dominion Energy, Inc
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|
11,417 | $779,666 | |
| 5 | ES |
Eversource Energy
|
10,388 | $750,740 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,113 | $739,611 | |
| 7 | ED |
Consolidated Edison Inc
|
6,030 | $667,098 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,280 | $311,926 |
All Filings in D
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,666 | 11,417 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $657,826 | 10,641 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $630,428 | 10,760 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $672,747 | 10,998 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $600,638 | 10,627 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,087,710 | 37,234 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $2,009,193 | 37,304 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $3,143,487 | 54,395 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $530,964 | 10,836 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $484,029 | 9,840 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||