Position in D
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,482
-$260 QoQ
Shares Held
256
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,409
of 1,537 holders
Holding Since
Jun 2025
4 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $767,265 across 20 Utilities - Regulated Electric names. D ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
2,693 | $304,416 | |
| 2 | DUK |
Duke Energy CORP
|
1,638 | $207,338 | |
| 3 | NEE |
Nextera Energy Inc
|
879 | $77,149 | |
| 4 | XEL |
Xcel Energy Inc
|
349 | $28,024 | |
| 5 | AEP |
American Electric Power Co Inc
|
203 | $27,772 | |
| 6 | EXC |
Exelon Corp
|
500 | $23,310 | |
| 7 | ETR |
Entergy Corp /De/
|
174 | $19,985 | |
| 8 | SO |
Southern Co
|
205 | $19,620 |
All Filings in D
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,482 | 256 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,742 | 287 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,859 | 100 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $6,217 | 110 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||