Position in D
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,966,888
-$1,215,193 QoQ
Shares Held
28,802
-47.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#453
of 1,537 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $30,108,325 across 14 Utilities - Regulated Electric names. D ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,425 | $9,165,382 | |
| 2 | AEP |
American Electric Power Co Inc
|
46,134 | $6,311,592 | |
| 3 | DUK |
Duke Energy CORP
|
28,964 | $3,666,263 | |
| 4 | CNP |
Centerpoint Energy Inc
|
50,992 | $2,245,687 | |
| 5 | D |
Dominion Energy, Inc
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|
28,802 | $1,966,888 | |
| 6 | SO |
Southern Co
|
16,985 | $1,625,634 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
10,703 | $1,249,789 | |
| 8 | DTE |
Dte Energy Co
|
8,067 | $1,229,168 |
All Filings in D
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,966,888 | 28,802 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $3,182,081 | 54,311 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $3,507,120 | 57,334 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,383,739 | 59,868 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,302,410 | 58,898 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,399,050 | 63,109 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,012,301 | 69,429 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,985,317 | 81,333 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,361,431 | 27,677 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,350,545 | 28,735 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,095,353 | 24,521 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $594,186 | 11,473 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $653,643 | 11,691 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $791,089 | 12,901 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $931,602 | 13,480 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,285,818 | 16,111 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,342,441 | 15,799 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,297,339 | 16,514 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||