Position in D
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,321
+$2,597 QoQ
Shares Held
239
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,418
of 1,537 holders
Holding Since
Sep 2022
16 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $666,726 across 27 Utilities - Regulated Electric names. D ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,165 | $302,922 | |
| 2 | NEE |
Nextera Energy Inc
|
827 | $72,585 | |
| 3 | EIX |
Edison International
|
479 | $35,661 | |
| 4 | AEE |
Ameren Corp
|
292 | $33,007 | |
| 5 | AEP |
American Electric Power Co Inc
|
237 | $32,423 | |
| 6 | DUK |
Duke Energy CORP
|
232 | $29,366 | |
| 7 | EXC |
Exelon Corp
|
517 | $24,102 | |
| 8 | ES |
Eversource Energy
|
227 | $16,405 |
All Filings in D
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,321 | 239 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,724 | 222 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $17,225 | 294 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $17,188 | 281 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $15,825 | 280 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,139 | 163 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,648 | 142 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $7,570 | 131 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,488 | 112 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $1,426 | 29 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $1,363 | 29 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $1,295 | 29 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $1,501 | 29 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $1,621 | 29 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $1,778 | 29 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $2,004 | 29 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||