Position in D
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$331,206
+$56,107 QoQ
Shares Held
4,850
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#987
of 1,537 holders
Holding Since
Dec 2023
10 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, 2026Lantern Wealth Advisors, LLC holds $3,086,130 across 4 Utilities - Regulated Electric names. D ranks #3 (10.7% of the industry book) .
All Filings in D
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,206 | 4,850 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $275,099 | 4,450 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $495,085 | 8,450 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $491,439 | 8,034 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $282,882 | 5,005 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $310,987 | 5,774 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $324,201 | 5,610 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $264,649 | 5,401 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $265,134 | 5,390 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $252,813 | 5,379 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||