Position in D
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$358,863
+$15,453 QoQ
Shares Held
5,255
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#962
of 1,537 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, 2026Diversified Enterprises, LLC holds $10,969,804 across 14 Utilities - Regulated Electric names. D ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
47,958 | $4,590,060 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
13,220 | $1,543,699 | |
| 3 | NEE |
Nextera Energy Inc
|
9,739 | $854,792 | |
| 4 | EXC |
Exelon Corp
|
13,791 | $642,936 | |
| 5 | ETR |
Entergy Corp /De/
|
4,563 | $524,106 | |
| 6 | DUK |
Duke Energy CORP
|
3,462 | $438,219 | |
| 7 | FE |
Firstenergy Corp
|
8,725 | $414,786 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,676 | $366,103 |
All Filings in D
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,863 | 5,255 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $343,410 | 5,555 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $308,300 | 5,262 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||