Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,099,371
+$283,780 QoQ
Shares Held
30,742
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#438
of 1,537 holders
Holding Since
Mar 2020
25 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, 2026NovaPoint Capital, LLC holds $11,077,210 across 6 Utilities - Regulated Electric names. D ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,974 | $2,104,197 | |
| 2 | D |
Dominion Energy, Inc
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|
30,742 | $2,099,371 | |
| 3 | SO |
Southern Co
|
20,713 | $1,982,441 | |
| 4 | AEP |
American Electric Power Co Inc
|
12,652 | $1,730,920 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
14,787 | $1,582,209 | |
| 6 | DUK |
Duke Energy CORP
|
12,467 | $1,578,072 |
All Filings in D
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,099,371 | 30,742 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,815,591 | 29,369 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,564,645 | 26,705 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,391,005 | 22,740 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,135,995 | 20,099 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,050,471 | 18,735 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $974,866 | 18,100 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $880,026 | 15,228 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $500,682 | 10,218 | Shares | Sole | 2024-07-10 | |
| 2023-12-31 | $2,036,463 | 43,329 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,068,131 | 46,298 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,234,686 | 43,149 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,390,096 | 42,749 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,463,347 | 40,172 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,649,262 | 38,334 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,088,886 | 38,703 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,195,976 | 37,613 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,827,924 | 35,997 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,313,565 | 31,684 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,393,232 | 32,530 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,310,095 | 30,412 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,260,361 | 30,058 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,951,623 | 24,726 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,684,566 | 20,751 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,466,106 | 20,309 | Shares | Sole | 2020-06-18 | |
| No filing history on record for this holder in this stock. | ||||||