Position in D
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,204,362
+$252,644 QoQ
Shares Held
17,636
+14.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#566
of 1,537 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $2,339,228 across 2 Utilities - Regulated Electric names. D ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
17,636 | $1,204,362 | |
| 2 | NEE |
Nextera Energy Inc
|
12,930 | $1,134,866 |
All Filings in D
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,204,362 | 17,636 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $951,718 | 15,395 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,002,064 | 17,103 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $958,044 | 15,662 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $835,478 | 14,782 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $781,615 | 13,940 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $741,652 | 13,770 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $678,223 | 11,736 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $374,066 | 7,634 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||