Position in D
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$119,985
+$20,680 QoQ
Shares Held
1,757
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,253
of 1,537 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $1,349,197 across 9 Utilities - Regulated Electric names. D ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,076 | $533,290 | |
| 2 | XEL |
Xcel Energy Inc
|
4,652 | $373,555 | |
| 3 | D |
Dominion Energy, Inc
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|
1,757 | $119,985 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
1,085 | $116,095 | |
| 5 | SO |
Southern Co
|
1,087 | $104,036 | |
| 6 | ED |
Consolidated Edison Inc
|
600 | $66,378 | |
| 7 | DUK |
Duke Energy CORP
|
134 | $16,961 | |
| 8 | EIX |
Edison International
|
200 | $14,890 |
All Filings in D
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,985 | 1,757 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $99,305 | 1,757 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $94,632 | 1,757 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $101,537 | 1,757 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||