Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$870,697
+$71,427 QoQ
Shares Held
12,750
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#659
of 1,537 holders
Holding Since
Mar 2020
26 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, 2026Parcion Private Wealth LLC holds $16,652,101 across 17 Utilities - Regulated Electric names. D ranks #9 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
24,076 | $2,576,132 | |
| 2 | DUK |
Duke Energy CORP
|
14,810 | $1,874,649 | |
| 3 | EIX |
Edison International
|
22,418 | $1,669,020 | |
| 4 | PCG |
PG&E Corp
|
97,381 | $1,637,948 | |
| 5 | DTE |
Dte Energy Co
|
8,651 | $1,318,152 | |
| 6 | ES |
Eversource Energy
|
17,969 | $1,298,619 | |
| 7 | AEP |
American Electric Power Co Inc
|
8,378 | $1,146,194 | |
| 8 | ETR |
Entergy Corp /De/
|
8,261 | $948,858 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870,697 | 12,750 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $799,270 | 12,929 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $771,571 | 13,169 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $799,674 | 13,073 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $702,260 | 12,425 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $684,278 | 12,204 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $618,527 | 11,484 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $663,659 | 11,484 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $498,232 | 10,168 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $526,136 | 10,696 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $502,712 | 10,696 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $477,789 | 10,696 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $553,945 | 10,696 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $598,012 | 10,696 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $655,878 | 10,696 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $739,199 | 10,696 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $853,646 | 10,696 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $908,479 | 10,743 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $853,396 | 10,863 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $805,409 | 11,030 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $798,013 | 10,847 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $823,938 | 10,847 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $820,432 | 10,910 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $856,153 | 10,847 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,011,259 | 12,457 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $899,270 | 12,457 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||