Position in D
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,047,791
+$2,081,792 QoQ
Shares Held
73,917
+54.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#299
of 1,535 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. D ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
210,104 | $20,109,053 | |
| 2 | NEE |
Nextera Energy Inc
|
224,772 | $19,728,238 | |
| 3 | DUK |
Duke Energy CORP
|
88,049 | $11,145,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
44,065 | $6,028,532 | |
| 5 | D |
Dominion Energy, Inc
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|
73,917 | $5,047,791 | |
| 6 | ETR |
Entergy Corp /De/
|
27,615 | $3,171,858 | |
| 7 | CMS |
Cms Energy Corp
|
33,781 | $2,584,246 | |
| 8 | ES |
Eversource Energy
|
35,105 | $2,537,038 |
All Filings in D
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,047,791 | 73,917 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,965,999 | 47,978 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,521,186 | 43,031 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,665,788 | 43,580 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,887,202 | 33,390 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,111,540 | 37,659 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,938,582 | 35,993 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,799,118 | 31,132 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,490,923 | 30,427 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,237,669 | 25,161 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,007,680 | 21,440 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $686,488 | 15,368 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $716,514 | 13,835 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $695,240 | 12,435 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $694,694 | 11,329 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $823,514 | 11,916 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $917,176 | 11,492 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $842,052 | 9,910 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $665,638 | 8,473 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||