Position in D
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$543,656
+$29,485 QoQ
Shares Held
7,961
-19.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#811
of 1,537 holders
Holding Since
Mar 2022
7 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, 2026WORLD EQUITY GROUP, INC. holds $2,981,937 across 5 Utilities - Regulated Electric names. D ranks #4 (18.2% of the industry book) .
All Filings in D
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,656 | 7,961 | Shares | Sole | 2026-07-09 | |
| 2023-06-30 | $514,171 | 9,928 | Shares | Sole | 2024-08-26 | |
| 2023-03-31 | $2,176,911 | 38,936 | Shares | Sole | 2024-08-26 | |
| 2022-12-31 | $683,104 | 11,140 | Shares | Sole | 2024-09-06 | |
| 2022-09-30 | $1,542,189 | 22,315 | Shares | Sole | 2024-09-06 | |
| 2022-06-30 | $1,791,016 | 22,441 | Shares | Sole | 2024-09-06 | |
| 2022-03-31 | $1,879,111 | 22,115 | Shares | Sole | 2024-09-06 | |
| No filing history on record for this holder in this stock. | ||||||