Position in D
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,856,873
+$179,697 QoQ
Shares Held
27,191
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#468
of 1,536 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)
Derivatives in D
reported options exposure · as of Sep 30, 2021CallValue
$14,604
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. D ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
153,377 | $13,461,899 | |
| 2 | DUK |
Duke Energy CORP
|
74,137 | $9,384,261 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
47,739 | $5,574,483 | |
| 4 | SO |
Southern Co
|
41,582 | $3,979,813 | |
| 5 | AEP |
American Electric Power Co Inc
|
24,755 | $3,386,731 | |
| 6 | D |
Dominion Energy, Inc
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|
27,191 | $1,856,873 | |
| 7 | DTE |
Dte Energy Co
|
8,738 | $1,331,409 | |
| 8 | PPL |
PPL Corp
|
34,974 | $1,271,304 |
All Filings in D
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,856,873 | 27,191 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,677,176 | 27,130 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,607,768 | 27,441 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,576,717 | 25,776 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,435,494 | 25,398 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,464,548 | 26,120 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,477,541 | 27,433 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,539,872 | 26,646 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,354,605 | 27,645 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,329,261 | 27,023 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,173,355 | 24,965 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,115,543 | 24,973 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,257,150 | 24,274 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,315,730 | 23,533 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,414,223 | 23,063 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,318,273 | 19,075 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,515,272 | 18,986 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,510,426 | 17,776 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,384,305 | 17,621 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $14,604 | 200 | Call | Sole | 2021-12-03 | |
| 2021-09-30 | $1,102,602 | 15,100 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $1,121,133 | 15,239 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,128,157 | 14,852 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,104,161 | 14,683 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,170,610 | 14,831 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,322,178 | 16,287 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,050,436 | 14,551 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||