Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$929,700
-$340,639 QoQ
Shares Held
13,614
-33.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#644
of 1,537 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $68,652,224 across 36 Utilities - Regulated Electric names. D ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
164,993 | $12,587,315 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
107,473 | $12,549,622 | |
| 3 | DUK |
Duke Energy CORP
|
78,752 | $9,968,428 | |
| 4 | SO |
Southern Co
|
96,869 | $9,271,331 | |
| 5 | MGEE |
Mge Energy Inc
|
62,664 | $5,109,622 | |
| 6 | NEE |
Nextera Energy Inc
|
45,659 | $4,007,490 | |
| 7 | XEL |
Xcel Energy Inc
|
34,891 | $2,801,747 | |
| 8 | AEP |
American Electric Power Co Inc
|
16,377 | $2,240,537 |
All Filings in D
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,700 | 13,614 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,270,339 | 20,549 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $570,256 | 9,733 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $446,112 | 7,293 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $370,714 | 6,559 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $372,809 | 6,649 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $654,722 | 12,156 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $739,769 | 12,801 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $636,020 | 12,980 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $659,047 | 13,398 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $658,047 | 14,001 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $678,939 | 15,199 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $422,865 | 8,165 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $595,776 | 10,656 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $691,260 | 11,273 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $746,733 | 10,805 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $862,347 | 10,805 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $745,141 | 9,485 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,532,762 | 20,991 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,669,009 | 22,686 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,178,684 | 28,682 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||