NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in D — Dominion Energy, Inc
CIK 1109767
CEDAR RAPIDS, IA
Position in D
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$573,362
+$19,455 QoQ
Shares Held
8,396
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#784
of 1,533 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $17,568,328 across 11 Utilities - Regulated Electric names. D ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
50,755 | $4,454,766 | |
| 2 | AEP |
American Electric Power Co Inc
|
30,067 | $4,113,466 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
32,552 | $3,483,064 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
14,585 | $1,703,090 | |
| 5 | SO |
Southern Co
|
13,080 | $1,251,886 | |
| 6 | DUK |
Duke Energy CORP
|
6,478 | $819,985 | |
| 7 | D |
Dominion Energy, Inc
This page
|
8,396 | $573,362 | |
| 8 | LNT |
Alliant Energy Corp
|
5,881 | $448,661 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,362 | 8,396 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $553,907 | 8,960 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $498,307 | 8,505 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $531,077 | 8,682 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $494,945 | 8,757 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $484,781 | 8,646 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $465,134 | 8,636 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $571,311 | 9,886 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $472,017 | 9,633 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $449,153 | 9,131 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $449,132 | 9,556 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $428,206 | 9,586 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $556,638 | 10,748 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $590,074 | 10,554 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $637,973 | 10,404 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $663,732 | 9,604 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $771,283 | 9,664 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $903,231 | 10,630 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $825,037 | 10,502 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $739,473 | 10,127 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $682,508 | 9,277 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $617,099 | 8,124 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $618,745 | 8,228 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $292,041 | 3,700 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $270,329 | 3,330 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $209,567 | 2,903 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||