Position in D
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$851,303
+$81,644 QoQ
Shares Held
12,466
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#668
of 1,533 holders
Holding Since
Sep 2022
16 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, 2026Legacy Wealth Asset Management, LLC holds $5,057,173 across 7 Utilities - Regulated Electric names. D ranks #1 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
12,466 | $851,303 | |
| 2 | DUK |
Duke Energy CORP
|
6,640 | $840,491 | |
| 3 | NEE |
Nextera Energy Inc
|
9,574 | $840,309 | |
| 4 | SO |
Southern Co
|
8,742 | $836,696 | |
| 5 | NGG |
National Grid PLC
|
9,772 | $809,805 | |
| 6 | XEL |
Xcel Energy Inc
|
8,318 | $667,935 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
2,941 | $210,634 |
All Filings in D
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,303 | 12,466 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $769,659 | 12,450 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $724,055 | 12,358 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $747,803 | 12,225 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $461,090 | 8,158 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $449,120 | 8,010 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $425,116 | 7,893 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $451,166 | 7,807 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $378,378 | 7,722 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $354,315 | 7,203 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $321,668 | 6,844 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $278,830 | 6,242 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $317,161 | 6,124 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $335,571 | 6,002 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $355,533 | 5,798 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $386,394 | 5,591 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||