Position in D
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$682,900
-$428,376 QoQ
Shares Held
10,000
-44.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#734
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RBO & CO LLC holds $1,235,851 across 2 Utilities - Regulated Electric names. D ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
10,000 | $682,900 | |
| 2 | NEE |
Nextera Energy Inc
|
6,300 | $552,951 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,900 | 10,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,111,276 | 17,976 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,053,213 | 17,976 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,099,591 | 17,976 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,016,003 | 17,976 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,007,914 | 17,976 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $968,187 | 17,976 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,038,833 | 17,976 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $880,824 | 17,976 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,285,154 | 66,785 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,993,402 | 84,966 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,680,013 | 127,155 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,225,844 | 139,522 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,106,012 | 180,755 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,415,331 | 186,160 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,013,343 | 188,299 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,482,262 | 193,989 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,483,245 | 193,989 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,269,235 | 194,364 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $14,184,573 | 194,256 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,306,348 | 194,459 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $13,829,353 | 182,061 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,325,816 | 177,205 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,869,263 | 175,716 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $14,254,558 | 175,592 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $12,743,195 | 176,523 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||