Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,130,131
+$145,277 QoQ
Shares Held
16,549
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#584
of 1,537 holders
Holding Since
Mar 2020
26 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, 2026Cornerstone Wealth Group, LLC holds $28,456,247 across 12 Utilities - Regulated Electric names. D ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
108,936 | $10,426,264 | |
| 2 | NEE |
Nextera Energy Inc
|
74,394 | $6,529,561 | |
| 3 | FE |
Firstenergy Corp
|
108,819 | $5,173,255 | |
| 4 | DUK |
Duke Energy CORP
|
23,276 | $2,946,276 | |
| 5 | D |
Dominion Energy, Inc
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|
16,549 | $1,130,131 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,139 | $566,256 | |
| 7 | ED |
Consolidated Edison Inc
|
3,536 | $391,187 | |
| 8 | EXC |
Exelon Corp
|
6,153 | $286,852 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,130,131 | 16,549 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $984,854 | 15,931 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $986,714 | 16,841 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,025,698 | 16,768 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $939,871 | 16,629 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,022,100 | 18,229 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $970,934 | 18,027 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,008,724 | 17,455 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $813,792 | 16,608 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $808,634 | 16,439 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $636,239 | 13,537 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,364,286 | 120,087 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $9,918,043 | 191,505 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $749,138 | 13,399 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $832,296 | 13,573 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $954,478 | 13,811 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,091,481 | 13,676 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,432,169 | 16,855 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,353,588 | 17,230 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,274,783 | 17,458 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,282,840 | 17,437 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,325,577 | 17,451 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,390,598 | 18,492 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,523,162 | 57,306 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $6,359,641 | 78,340 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,617,128 | 63,958 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||