Position in D
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$409
-$2,001 QoQ
Shares Held
6
-84.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,525
of 1,537 holders
Holding Since
Mar 2022
18 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, 2026Morton Brown Family Wealth, LLC holds $179,381 across 12 Utilities - Regulated Electric names. D ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,056 | $92,685 | |
| 2 | PPL |
PPL Corp
|
1,381 | $50,199 | |
| 3 | SO |
Southern Co
|
314 | $30,052 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
19 | $1,542 | |
| 5 | AEP |
American Electric Power Co Inc
|
10 | $1,368 | |
| 6 | ETR |
Entergy Corp /De/
|
6 | $689 | |
| 7 | AEE |
Ameren Corp
|
5 | $565 | |
| 8 | ES |
Eversource Energy
|
7 | $505 |
All Filings in D
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409 | 6 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,410 | 39 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,285 | 39 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,385 | 39 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,204 | 39 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,186 | 39 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,100 | 39 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,718 | 272 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,528 | 72 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,329 | 149 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,384 | 72 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,216 | 72 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,728 | 72 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,025 | 72 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,415 | 72 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $10,988 | 159 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $6,464 | 81 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $6,117 | 72 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||