Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$516,408
+$50,966 QoQ
Shares Held
7,562
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#824
of 1,537 holders
Holding Since
Dec 2023
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, 2026SARD WEALTH MANAGEMENT GROUP, LLC holds $1,929,080 across 4 Utilities - Regulated Electric names. D ranks #2 (26.8% of the industry book) .
All Filings in D
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,408 | 7,562 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $465,442 | 7,529 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $439,014 | 7,493 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $458,285 | 7,492 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $423,334 | 7,490 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $419,964 | 7,490 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $403,411 | 7,490 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $432,847 | 7,490 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $367,010 | 7,490 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $368,433 | 7,490 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $351,419 | 7,477 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||