Position in CIG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$138,988
-$19,992 QoQ
Shares Held
66,185
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#100
of 208 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CIG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pure Financial Advisors, LLC holds $11,659,284 across 16 Utilities - Regulated Electric names. CIG ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
37,983 | $4,807,888 | |
| 2 | NEE |
Nextera Energy Inc
|
12,207 | $1,071,408 | |
| 3 | SO |
Southern Co
|
9,781 | $936,139 | |
| 4 | ED |
Consolidated Edison Inc
|
6,199 | $685,795 | |
| 5 | PPL |
PPL Corp
|
15,415 | $560,335 | |
| 6 | NGG |
National Grid PLC
|
6,085 | $504,263 | |
| 7 | EXC |
Exelon Corp
|
9,485 | $442,190 | |
| 8 | D |
Dominion Energy, Inc
|
5,934 | $405,232 |
All Filings in CIG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,988 | 66,185 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $158,980 | 66,519 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $132,370 | 66,185 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $139,650 | 66,185 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $129,722 | 66,185 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $116,485 | 66,185 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $117,147 | 66,185 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $136,341 | 66,185 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $116,485 | 66,185 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $125,752 | 50,912 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $118,114 | 50,912 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $123,204 | 50,912 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $133,900 | 50,912 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $114,044 | 50,912 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $103,348 | 50,912 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $102,839 | 50,912 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $102,839 | 50,912 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $126,847 | 39,394 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $95,725 | 39,394 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $99,274 | 39,394 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||