Position in D
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$216,001
+$4,144 QoQ
Shares Held
3,163
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,181
of 1,537 holders
Holding Since
Dec 2021
10 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, 2026MORRIS FINANCIAL CONCEPTS, INC. holds $503,896 across 2 Utilities - Regulated Electric names. D ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,008 | $287,895 | |
| 2 | D |
Dominion Energy, Inc
This page
|
3,163 | $216,001 |
All Filings in D
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,001 | 3,163 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $211,857 | 3,427 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $203,365 | 3,471 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $219,233 | 3,584 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $206,363 | 3,691 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $200,332 | 3,267 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $288,465 | 4,174 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $256,110 | 3,209 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $275,727 | 3,245 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $260,897 | 3,321 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||