Position in D
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,898,462
+$152,357 QoQ
Shares Held
27,800
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#463
of 1,537 holders
Holding Since
Mar 2020
21 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, 2026Apella Capital, LLC holds $16,081,504 across 15 Utilities - Regulated Electric names. D ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,992 | $3,159,017 | |
| 2 | SO |
Southern Co
|
28,968 | $2,772,527 | |
| 3 | DUK |
Duke Energy CORP
|
15,585 | $1,972,749 | |
| 4 | D |
Dominion Energy, Inc
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|
27,800 | $1,898,462 | |
| 5 | AEP |
American Electric Power Co Inc
|
8,445 | $1,155,360 | |
| 6 | ED |
Consolidated Edison Inc
|
8,618 | $953,409 | |
| 7 | LNT |
Alliant Energy Corp
|
11,528 | $879,471 | |
| 8 | DTE |
Dte Energy Co
|
5,173 | $788,210 |
All Filings in D
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,898,462 | 27,800 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,746,105 | 28,245 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $692,885 | 11,826 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $731,776 | 11,963 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $449,955 | 7,961 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $470,203 | 8,386 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $402,118 | 7,466 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $443,422 | 7,673 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $381,318 | 7,782 | Shares | Sole | 2024-07-10 | |
| 2022-12-31 | $211,186 | 3,444 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $333,870 | 4,831 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $378,618 | 4,744 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $420,091 | 4,944 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $387,615 | 4,934 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $250,531 | 3,431 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $281,846 | 3,831 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $291,762 | 3,841 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $288,843 | 3,841 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $303,170 | 3,841 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $390,638 | 4,812 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $347,378 | 4,812 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||