Position in D
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$279,673
+$57,793 QoQ
Shares Held
4,524
+19.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 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, 2026MONEY CONCEPTS CAPITAL CORP holds $30,015,253 across 12 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
59,300 | $7,506,194 | |
| 2 | SO |
Southern Co
|
65,863 | $6,303,747 | |
| 3 | ED |
Consolidated Edison Inc
|
35,807 | $3,961,328 | |
| 4 | LNT |
Alliant Energy Corp
|
40,487 | $3,088,753 | |
| 5 | AEP |
American Electric Power Co Inc
|
17,336 | $2,371,738 | |
| 6 | NEE |
Nextera Energy Inc
|
21,819 | $1,915,053 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
15,764 | $1,840,762 | |
| 8 | ETR |
Entergy Corp /De/
|
10,058 | $1,155,261 |
All Filings in D
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $279,673 | 4,524 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $221,880 | 3,787 | Shares | Sole | 2026-02-04 | |
| 2024-06-30 | $1,528,751 | 31,199 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,603,348 | 32,595 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,506,632 | 32,056 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,354,751 | 30,328 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,563,177 | 30,183 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,448,634 | 43,796 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,004,005 | 48,989 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,107,807 | 44,969 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,604,599 | 32,635 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,079,652 | 36,244 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,530,496 | 32,211 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $1,111,446 | 14,632 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,130,707 | 15,036 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||