Position in D
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$409
-$19,495 QoQ
Shares Held
6
-98.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,523
of 1,537 holders
Holding Since
Dec 2022
11 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, 2026DecisionPoint Financial, LLC holds $100,691 across 29 Utilities - Regulated Electric names. D ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
504 | $55,757 | |
| 2 | NEE |
Nextera Energy Inc
|
166 | $14,569 | |
| 3 | XEL |
Xcel Energy Inc
|
155 | $12,446 | |
| 4 | SO |
Southern Co
|
64 | $6,125 | |
| 5 | NGG |
National Grid PLC
|
38 | $3,149 | |
| 6 | AEP |
American Electric Power Co Inc
|
12 | $1,641 | |
| 7 | AEE |
Ameren Corp
|
5 | $565 | |
| 8 | ETR |
Entergy Corp /De/
|
4 | $459 |
All Filings in D
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409 | 6 | Shares | Sole | 2026-08-05 | |
| 2025-03-31 | $19,904 | 355 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $19,120 | 355 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $20,515 | 355 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $17,395 | 355 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $17,462 | 355 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $16,685 | 355 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $17,465 | 391 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $18,385 | 355 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $19,848 | 355 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $21,768 | 355 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||