Position in D
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$320,826
+$75,030 QoQ
Shares Held
4,698
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,004
of 1,537 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Soltis Investment Advisors LLC holds $33,657,409 across 11 Utilities - Regulated Electric names. D ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
81,719 | $11,179,976 | |
| 2 | ETR |
Entergy Corp /De/
|
80,942 | $9,296,998 | |
| 3 | ES |
Eversource Energy
|
118,065 | $8,532,557 | |
| 4 | NEE |
Nextera Energy Inc
|
12,312 | $1,080,624 | |
| 5 | DUK |
Duke Energy CORP
|
7,233 | $915,553 | |
| 6 | EIX |
Edison International
|
8,713 | $648,682 | |
| 7 | PCG |
PG&E Corp
|
33,284 | $559,836 | |
| 8 | SO |
Southern Co
|
4,681 | $448,018 |
All Filings in D
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,826 | 4,698 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $245,796 | 3,976 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $257,158 | 4,204 | Shares | Sole | 2025-11-12 | |
| 2023-09-30 | $2,389,710 | 53,497 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,905,134 | 94,712 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,318,879 | 77,247 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,872,664 | 63,155 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,489,156 | 50,487 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,315,387 | 41,541 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,821,513 | 33,206 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,025,748 | 25,786 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,699,686 | 23,277 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,582,711 | 21,513 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,373,356 | 18,080 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $985,646 | 13,107 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $792,536 | 10,041 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $646,273 | 7,961 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $370,118 | 5,127 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||