Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$488,478
+$102,845 QoQ
Shares Held
7,153
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#850
of 1,535 holders
Holding Since
Mar 2020
26 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $4,788,453 across 18 Utilities - Regulated Electric names. D ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
25,859 | $2,269,644 | |
| 2 | DUK |
Duke Energy CORP
|
8,766 | $1,109,600 | |
| 3 | D |
Dominion Energy, Inc
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|
7,153 | $488,478 | |
| 4 | CNP |
Centerpoint Energy Inc
|
5,639 | $248,341 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,128 | $131,716 | |
| 6 | AEP |
American Electric Power Co Inc
|
737 | $100,828 | |
| 7 | PCG |
PG&E Corp
|
5,170 | $86,959 | |
| 8 | ED |
Consolidated Edison Inc
|
581 | $64,276 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,478 | 7,153 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $385,633 | 6,238 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $365,484 | 6,238 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $381,578 | 6,238 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $352,571 | 6,238 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $415,927 | 7,418 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $400,341 | 7,433 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $92,579 | 1,602 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $78,498 | 1,602 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $88,640 | 1,802 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $78,584 | 1,672 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $74,330 | 1,664 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $141,075 | 2,724 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $153,640 | 2,748 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $175,927 | 2,869 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $270,150 | 3,909 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,977 | 3,909 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $745,101 | 8,769 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $806,732 | 10,269 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $758,604 | 10,389 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $782,711 | 10,639 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $884,098 | 11,639 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $947,820 | 12,604 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $994,833 | 12,604 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,614,264 | 19,885 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,377,746 | 19,085 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||