Position in EMA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,565
+$3,903 QoQ
Shares Held
237
+41.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#192
of 220 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EMA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026True Wealth Design, LLC holds $2,518,337 across 37 Utilities - Regulated Electric names. EMA ranks #28 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,714 | $413,747 | |
| 2 | EIX |
Edison International
|
5,246 | $390,564 | |
| 3 | PCG |
PG&E Corp
|
22,007 | $370,157 | |
| 4 | ES |
Eversource Energy
|
3,131 | $226,277 | |
| 5 | DTE |
Dte Energy Co
|
701 | $106,811 | |
| 6 | ED |
Consolidated Edison Inc
|
947 | $104,766 | |
| 7 | DUK |
Duke Energy CORP
|
817 | $103,415 | |
| 8 | XEL |
Xcel Energy Inc
|
978 | $78,533 |
All Filings in EMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,565 | 237 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $8,662 | 167 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,727 | 96 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,549 | 74 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||