Position in D
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$664,194
+$63,588 QoQ
Shares Held
10,744
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $46,617,173 across 13 Utilities - Regulated Electric names. D ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
114,859 | $15,055,717 | |
| 2 | ES |
Eversource Energy
|
179,207 | $12,415,460 | |
| 3 | NEE |
Nextera Energy Inc
|
81,521 | $7,571,670 | |
| 4 | EIX |
Edison International
|
54,835 | $4,012,825 | |
| 5 | SO |
Southern Co
|
39,541 | $3,816,497 | |
| 6 | DUK |
Duke Energy CORP
|
8,300 | $1,086,802 | |
| 7 | D |
Dominion Energy, Inc
This page
|
10,744 | $664,194 | |
| 8 | XEL |
Xcel Energy Inc
|
6,282 | $499,042 |
All Filings in D
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $664,194 | 10,744 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $600,606 | 10,251 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $578,912 | 9,464 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $524,392 | 9,278 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $499,976 | 8,917 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $551,472 | 10,239 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $631,760 | 10,932 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $544,390 | 11,110 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $539,073 | 10,959 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $511,783 | 10,889 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $461,709 | 10,336 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,114,831 | 21,526 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,827,772 | 86,349 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,976,969 | 64,856 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,204,557 | 89,778 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,776,446 | 97,437 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,038,162 | 94,600 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,057,673 | 89,838 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,295,638 | 86,218 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||