Position in D
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$814,085
+$105,566 QoQ
Shares Held
11,921
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#682
of 1,535 holders
Holding Since
Jun 2022
16 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, 2026Wedmont Private Capital holds $16,620,841 across 23 Utilities - Regulated Electric names. D ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
25,365 | $2,226,286 | |
| 2 | DUK |
Duke Energy CORP
|
17,219 | $2,179,581 | |
| 3 | SO |
Southern Co
|
18,489 | $1,769,582 | |
| 4 | AEP |
American Electric Power Co Inc
|
9,370 | $1,281,909 | |
| 5 | ED |
Consolidated Edison Inc
|
10,397 | $1,150,220 | |
| 6 | D |
Dominion Energy, Inc
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|
11,921 | $814,085 | |
| 7 | ETR |
Entergy Corp /De/
|
6,927 | $795,635 | |
| 8 | XEL |
Xcel Energy Inc
|
9,575 | $768,872 |
All Filings in D
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,085 | 11,921 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $708,519 | 11,461 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $674,488 | 11,512 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $666,202 | 10,891 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $476,859 | 8,437 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $323,916 | 5,777 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $334,309 | 6,207 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $332,061 | 5,746 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $260,974 | 5,326 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $237,194 | 4,822 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $198,622 | 4,226 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $265,423 | 5,125 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $343,846 | 6,150 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $396,249 | 6,462 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $421,985 | 6,106 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $238,232 | 2,985 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||