Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$352,649
-$43,679 QoQ
Shares Held
5,164
-19.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#966
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, 2026WEALTH ALLIANCE, LLC holds $16,428,532 across 13 Utilities - Regulated Electric names. D ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
30,300 | $2,659,431 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
22,729 | $2,654,065 | |
| 3 | DUK |
Duke Energy CORP
|
18,450 | $2,335,401 | |
| 4 | NGG |
National Grid PLC
|
22,309 | $1,848,746 | |
| 5 | FE |
Firstenergy Corp
|
37,597 | $1,787,361 | |
| 6 | PPL |
PPL Corp
|
34,332 | $1,247,968 | |
| 7 | XEL |
Xcel Energy Inc
|
12,129 | $973,958 | |
| 8 | SO |
Southern Co
|
7,678 | $734,861 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,649 | 5,164 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $396,328 | 6,411 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $438,721 | 7,488 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $304,993 | 4,986 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $256,544 | 4,539 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $211,888 | 3,779 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $200,413 | 3,721 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $605,754 | 10,482 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $980,147 | 20,003 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,125,909 | 22,889 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $934,501 | 19,883 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $950,622 | 21,281 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $908,603 | 17,544 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $863,306 | 15,441 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $599,218 | 9,772 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $936,232 | 13,547 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $991,638 | 12,425 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $1,028,986 | 12,110 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $840,277 | 10,696 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $811,763 | 11,117 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $606,658 | 8,246 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $552,760 | 7,277 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $565,729 | 7,523 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $561,271 | 7,111 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $887,540 | 10,933 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $791,996 | 10,971 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||