Position in D
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$407,281
+$38,587 QoQ
Shares Held
5,964
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#906
of 1,533 holders
Holding Since
Dec 2025
3 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $4,702,882 across 9 Utilities - Regulated Electric names. D ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,800 | $1,386,766 | |
| 2 | DUK |
Duke Energy CORP
|
7,617 | $964,159 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,492 | $477,740 | |
| 4 | D |
Dominion Energy, Inc
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|
5,964 | $407,281 | |
| 5 | ED |
Consolidated Edison Inc
|
3,641 | $402,803 | |
| 6 | EXC |
Exelon Corp
|
7,291 | $339,906 | |
| 7 | SO |
Southern Co
|
2,816 | $269,519 | |
| 8 | PCG |
PG&E Corp
|
13,843 | $232,839 |
All Filings in D
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,281 | 5,964 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $368,694 | 5,964 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $358,980 | 6,127 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||