Position in D
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,651,387
-$493,024 QoQ
Shares Held
24,182
-30.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#491
of 1,537 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arkadios Wealth Advisors holds $64,669,725 across 23 Utilities - Regulated Electric names. D ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
208,779 | $19,982,237 | |
| 2 | NEE |
Nextera Energy Inc
|
189,577 | $16,639,172 | |
| 3 | DUK |
Duke Energy CORP
|
45,451 | $5,753,187 | |
| 4 | AEP |
American Electric Power Co Inc
|
35,266 | $4,824,741 | |
| 5 | ETR |
Entergy Corp /De/
|
21,504 | $2,469,948 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
26,353 | $2,138,808 | |
| 7 | EIX |
Edison International
|
24,765 | $1,843,753 | |
| 8 | ES |
Eversource Energy
|
22,920 | $1,656,427 |
All Filings in D
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,651,387 | 24,182 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,144,411 | 34,688 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,052,524 | 35,032 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,166,029 | 35,410 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,536,156 | 27,179 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,423,673 | 25,391 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $265,529 | 4,930 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $252,022 | 4,361 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $202,909 | 4,141 | Shares | Sole | 2024-07-29 | |
| 2021-09-30 | $97,700 | 1,338 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $180,467 | 2,453 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $190,735 | 2,511 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $185,067 | 2,461 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $145,704 | 1,846 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $154,485 | 1,903 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $199,316 | 2,761 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||