Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,488,906
+$281,005 QoQ
Shares Held
65,733
-3.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#314
of 1,535 holders
Holding Since
Mar 2020
26 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, 2026Capital Investment Advisors, LLC holds $98,457,768 across 21 Utilities - Regulated Electric names. D ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
648,573 | $62,074,921 | |
| 2 | DUK |
Duke Energy CORP
|
64,945 | $8,220,738 | |
| 3 | AEP |
American Electric Power Co Inc
|
51,813 | $7,088,536 | |
| 4 | NEE |
Nextera Energy Inc
|
72,100 | $6,328,217 | |
| 5 | D |
Dominion Energy, Inc
This page
|
65,733 | $4,488,906 | |
| 6 | ED |
Consolidated Edison Inc
|
24,233 | $2,680,896 | |
| 7 | ES |
Eversource Energy
|
23,256 | $1,680,711 | |
| 8 | ETR |
Entergy Corp /De/
|
8,241 | $946,561 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,488,906 | 65,733 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,207,901 | 68,067 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,052,787 | 69,172 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,480,947 | 73,254 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,939,726 | 69,705 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,221,622 | 75,292 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,950,900 | 73,355 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,314,370 | 74,656 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,647,805 | 74,445 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,716,796 | 75,560 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,732,975 | 79,425 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $3,200,069 | 71,638 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,664,505 | 70,757 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $3,731,377 | 66,739 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $3,951,031 | 64,433 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $4,539,144 | 65,680 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $5,111,670 | 64,048 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $5,291,421 | 62,274 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $4,953,443 | 63,053 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $4,594,418 | 62,920 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,411,772 | 59,967 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,998,659 | 26,312 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,852,702 | 24,637 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,978,064 | 25,061 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,116,606 | 26,073 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,886,541 | 26,133 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||