Position in D
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,566,845
+$157,782 QoQ
Shares Held
22,944
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#501
of 1,535 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. D ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
This page
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in D
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,566,845 | 22,944 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,409,063 | 22,793 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,146,196 | 19,563 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,188,104 | 19,423 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $950,835 | 16,823 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,312,654 | 23,411 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,337,882 | 24,840 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,775,539 | 30,724 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $709,716 | 14,484 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,026,546 | 20,869 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $951,656 | 20,248 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $949,773 | 21,262 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,239,386 | 23,931 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,297,671 | 23,210 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $820,522 | 13,381 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $881,221 | 12,751 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,271,312 | 28,459 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,596,950 | 42,332 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,911,423 | 49,789 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,295,757 | 45,135 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,134,817 | 42,610 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,315,667 | 56,815 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||