Position in D
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$766,145
-$810,697 QoQ
Shares Held
11,219
-56.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#698
of 1,537 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, 20261834 INVESTMENT ADVISORS CO holds $25,075,271 across 7 Utilities - Regulated Electric names. D ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
96,305 | $7,169,907 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
56,469 | $6,593,885 | |
| 3 | ES |
Eversource Energy
|
86,248 | $6,233,142 | |
| 4 | POR |
Portland General Electric Co /Or/
|
44,581 | $2,310,633 | |
| 5 | SO |
Southern Co
|
10,518 | $1,006,677 | |
| 6 | AEP |
American Electric Power Co Inc
|
7,272 | $994,882 | |
| 7 | D |
Dominion Energy, Inc
This page
|
11,219 | $766,145 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,145 | 11,219 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,576,842 | 25,507 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,870,528 | 83,129 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,765,769 | 110,606 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,298,193 | 111,433 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,273,616 | 111,889 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,971,081 | 110,863 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,832,164 | 118,224 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,657,148 | 115,452 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,017,478 | 102,002 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,462,650 | 94,950 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $4,761,822 | 106,600 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,534,849 | 106,871 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,846,061 | 104,562 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,596,799 | 91,272 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $578,174 | 8,366 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,155,249 | 14,475 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,239,202 | 14,584 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $599,098 | 7,626 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $496,462 | 6,799 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $443,553 | 6,029 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $445,201 | 5,861 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $199,505 | 2,653 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $166,068 | 2,104 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $166,743 | 2,054 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $181,485 | 2,514 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||