Position in D
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$405,232
+$60,091 QoQ
Shares Held
5,934
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#909
of 1,536 holders
Holding Since
Mar 2024
8 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, 2026Pure Financial Advisors, LLC holds $11,659,284 across 16 Utilities - Regulated Electric names. D ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
37,983 | $4,807,888 | |
| 2 | NEE |
Nextera Energy Inc
|
12,207 | $1,071,408 | |
| 3 | SO |
Southern Co
|
9,781 | $936,139 | |
| 4 | ED |
Consolidated Edison Inc
|
6,199 | $685,795 | |
| 5 | PPL |
PPL Corp
|
15,415 | $560,335 | |
| 6 | NGG |
National Grid PLC
|
6,085 | $504,263 | |
| 7 | EXC |
Exelon Corp
|
9,485 | $442,190 | |
| 8 | D |
Dominion Energy, Inc
This page
|
5,934 | $405,232 |
All Filings in D
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,232 | 5,934 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $345,141 | 5,583 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $342,810 | 5,851 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $431,309 | 7,051 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $401,631 | 7,106 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $250,969 | 4,476 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $226,050 | 4,197 | Shares | Sole | 2025-01-16 | |
| 2024-03-31 | $225,978 | 4,594 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||