Position in D
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,283,237
+$282,248 QoQ
Shares Held
18,791
+16.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#550
of 1,536 holders
Holding Since
Dec 2021
14 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, 2026CoreCap Advisors, LLC holds $32,044,733 across 29 Utilities - Regulated Electric names. D ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
54,003 | $7,388,150 | |
| 2 | EIX |
Edison International
|
80,959 | $6,027,397 | |
| 3 | FE |
Firstenergy Corp
|
120,491 | $5,728,142 | |
| 4 | DTE |
Dte Energy Co
|
32,311 | $4,923,227 | |
| 5 | NEE |
Nextera Energy Inc
|
21,144 | $1,855,808 | |
| 6 | D |
Dominion Energy, Inc
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|
18,791 | $1,283,237 | |
| 7 | SO |
Southern Co
|
12,554 | $1,201,543 | |
| 8 | DUK |
Duke Energy CORP
|
8,994 | $1,138,460 |
All Filings in D
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,283,237 | 18,791 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,000,989 | 16,192 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $949,568 | 16,207 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $924,951 | 15,121 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $837,795 | 14,823 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $756,832 | 13,498 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $677,935 | 12,587 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $644,763 | 11,157 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $438,060 | 8,940 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $374,876 | 7,621 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $250,369 | 5,327 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $56,169 | 916 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $86,753 | 1,087 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $112,497 | 1,432 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||