Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,378,570
+$396,560 QoQ
Shares Held
20,187
+27.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#529
of 1,536 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $22,355,033 across 16 Utilities - Regulated Electric names. D ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,891 | $4,203,393 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
33,072 | $3,861,817 | |
| 3 | DUK |
Duke Energy CORP
|
21,860 | $2,767,038 | |
| 4 | SO |
Southern Co
|
26,269 | $2,514,205 | |
| 5 | AEP |
American Electric Power Co Inc
|
13,010 | $1,779,898 | |
| 6 | ED |
Consolidated Edison Inc
|
14,321 | $1,584,332 | |
| 7 | D |
Dominion Energy, Inc
This page
|
20,187 | $1,378,570 | |
| 8 | EXC |
Exelon Corp
|
18,645 | $869,229 |
All Filings in D
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,378,570 | 20,187 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $982,010 | 15,885 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $990,991 | 16,914 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $379,559 | 6,205 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $285,708 | 5,055 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $432,860 | 7,720 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $421,185 | 7,820 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $453,767 | 7,852 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $362,796 | 7,404 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $394,897 | 8,028 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $229,172 | 4,876 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $327,967 | 7,342 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $237,405 | 4,584 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $377,224 | 6,747 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $816,107 | 13,309 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $595,106 | 8,611 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $655,399 | 8,212 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $704,146 | 8,287 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $638,849 | 8,132 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||