Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$513,882
-$8,187 QoQ
Shares Held
7,525
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#827
of 1,537 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealth Quarterback LLC holds $3,356,106 across 6 Utilities - Regulated Electric names. D ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
15,553 | $1,262,281 | |
| 2 | SO |
Southern Co
|
7,349 | $703,372 | |
| 3 | D |
Dominion Energy, Inc
This page
|
7,525 | $513,882 | |
| 4 | DUK |
Duke Energy CORP
|
2,466 | $312,146 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,263 | $309,601 | |
| 6 | ES |
Eversource Energy
|
3,526 | $254,824 |
All Filings in D
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,882 | 7,525 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $522,069 | 8,445 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $524,849 | 8,958 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $494,498 | 8,084 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $428,704 | 7,585 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $334,121 | 5,959 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $315,673 | 5,861 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $225,034 | 3,894 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $202,370 | 4,130 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $215,894 | 4,389 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $208,210 | 4,430 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $967,507 | 21,659 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,105,923 | 21,354 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $783,299 | 14,010 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $826,777 | 13,483 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $919,370 | 13,303 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,076,158 | 13,484 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $740,000 | 76,888 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,137,833 | 15,466 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $979,329 | 13,023 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,164,454 | 14,753 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,197,648 | 14,753 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $861,154 | 11,929 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||