Transamerica Financial Advisors, LLC
Position in D — Dominion Energy, Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in D
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$131,116
+$33,565 QoQ
Shares Held
1,920
+21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,250
of 1,537 holders
Holding Since
Jun 2020
22 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, 2026Transamerica Financial Advisors, LLC holds $17,072,138 across 30 Utilities - Regulated Electric names. D ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
102,252 | $7,612,661 | |
| 2 | ETR |
Entergy Corp /De/
|
63,558 | $7,300,271 | |
| 3 | NGG |
National Grid PLC
|
4,755 | $394,046 | |
| 4 | DUK |
Duke Energy CORP
|
2,156 | $272,906 | |
| 5 | NEE |
Nextera Energy Inc
|
2,938 | $257,868 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,678 | $229,567 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,753 | $204,697 | |
| 8 | SO |
Southern Co
|
1,884 | $180,317 |
All Filings in D
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,116 | 1,920 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $97,551 | 1,578 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,307 | 193 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,819 | 324 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $282 | 5 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1 | 5 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1 | 5 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1 | 5 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1 | 9 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1 | 9 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1 | 10 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 19 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $984 | 19 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2 | 19 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2 | 26 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $377,893 | 5,468 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $325,864 | 4,083 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $147 | 2 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $607 | 8 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $526 | 7 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $473 | 6 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $205,466 | 2,531 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||