Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,653,574
+$151,781 QoQ
Shares Held
24,214
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#490
of 1,537 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $12,381,281 across 16 Utilities - Regulated Electric names. D ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,250 | $5,639,222 | |
| 2 | SO |
Southern Co
|
21,665 | $2,073,557 | |
| 3 | DUK |
Duke Energy CORP
|
14,542 | $1,840,726 | |
| 4 | D |
Dominion Energy, Inc
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|
24,214 | $1,653,574 | |
| 5 | XEL |
Xcel Energy Inc
|
4,561 | $366,248 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,884 | $257,750 | |
| 7 | NGG |
National Grid PLC
|
2,162 | $179,164 | |
| 8 | DTE |
Dte Energy Co
|
821 | $125,095 |
All Filings in D
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,653,574 | 24,214 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,501,793 | 24,293 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,267,653 | 21,636 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,296,865 | 21,201 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,155,551 | 20,445 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $820,696 | 14,637 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $399,479 | 7,417 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $284,557 | 4,924 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $240,443 | 4,907 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $237,489 | 4,828 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $239,136 | 5,088 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $255,378 | 5,717 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $355,693 | 6,868 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $270,772 | 4,843 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $156,243 | 2,548 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $217,074 | 3,141 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $237,434 | 2,975 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $260,093 | 3,061 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $246,756 | 3,141 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $101,351 | 1,388 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $195,034 | 2,651 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $214,055 | 2,818 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $210,108 | 2,794 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||