Position in D
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,403,651
+$541,323 QoQ
Shares Held
79,128
+0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#289
of 1,535 holders
Holding Since
Jun 2021
21 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, 2026NewEdge Wealth, LLC holds $27,619,902 across 17 Utilities - Regulated Electric names. D ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
107,595 | $9,443,613 | |
| 2 | D |
Dominion Energy, Inc
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|
79,128 | $5,403,651 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
14,571 | $1,701,455 | |
| 4 | PPL |
PPL Corp
|
37,139 | $1,350,002 | |
| 5 | SO |
Southern Co
|
13,889 | $1,329,316 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,175 | $1,255,231 | |
| 7 | ETR |
Entergy Corp /De/
|
9,666 | $1,110,236 | |
| 8 | NGG |
National Grid PLC
|
12,525 | $1,037,946 |
All Filings in D
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,403,651 | 79,128 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,862,328 | 78,653 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,316,383 | 73,671 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,119,324 | 100,038 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,631,878 | 99,644 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,786,903 | 49,704 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,466,841 | 45,801 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,386,669 | 41,299 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,778,357 | 36,293 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,812,503 | 36,847 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,436,273 | 30,559 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,530,260 | 34,257 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,768,576 | 34,149 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,901,275 | 34,006 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,746,270 | 28,478 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,194,104 | 31,748 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,550,347 | 44,485 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $355,939 | 4,189 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $360,197 | 4,585 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $204,967 | 2,807 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $219,091 | 2,978 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||