Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$186,499
+$18,782 QoQ
Shares Held
2,731
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,225
of 1,537 holders
Holding Since
Sep 2024
8 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, 2026Atlantic Private Wealth, LLC holds $238,616 across 3 Utilities - Regulated Electric names. D ranks #1 (78.2% of the industry book) .
All Filings in D
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,499 | 2,731 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $167,717 | 2,713 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $46,872 | 800 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $48,936 | 800 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $45,216 | 800 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $44,856 | 800 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $16,158 | 300 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $17,337 | 300 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||