Position in D
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,026,671
+$92,942 QoQ
Shares Held
15,034
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#609
of 1,533 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $13,366,176 across 13 Utilities - Regulated Electric names. D ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
34,666 | $4,742,655 | |
| 2 | DUK |
Duke Energy CORP
|
15,272 | $1,933,129 | |
| 3 | SO |
Southern Co
|
17,272 | $1,653,103 | |
| 4 | D |
Dominion Energy, Inc
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|
15,034 | $1,026,671 | |
| 5 | ED |
Consolidated Edison Inc
|
6,431 | $711,461 | |
| 6 | NEE |
Nextera Energy Inc
|
8,099 | $710,849 | |
| 7 | EVRG |
Evergy, Inc.
|
7,345 | $634,828 | |
| 8 | NGG |
National Grid PLC
|
6,646 | $550,754 |
All Filings in D
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,671 | 15,034 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $933,729 | 15,104 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $885,529 | 15,114 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $924,523 | 15,114 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $871,199 | 15,414 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $825,013 | 14,714 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $690,808 | 12,826 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $720,467 | 12,467 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $611,373 | 12,477 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $563,176 | 11,449 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $269,404 | 5,732 | Shares | Sole | 2024-01-11 | |
| 2023-06-30 | $317,783 | 6,136 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $518,583 | 8,457 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,356,629 | 19,630 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,533,948 | 19,220 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,603,298 | 18,869 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,493,896 | 19,016 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,348,095 | 18,462 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,235,976 | 16,800 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,270,203 | 16,722 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $415,705 | 5,528 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $527,489 | 6,683 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||