Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,122,960
+$210,868 QoQ
Shares Held
16,444
+11.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#586
of 1,535 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $35,099,998 across 16 Utilities - Regulated Electric names. D ranks #2 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
251,426 | $31,825,503 | |
| 2 | D |
Dominion Energy, Inc
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|
16,444 | $1,122,960 | |
| 3 | NEE |
Nextera Energy Inc
|
5,640 | $495,022 | |
| 4 | ETR |
Entergy Corp /De/
|
4,276 | $491,141 | |
| 5 | SO |
Southern Co
|
4,669 | $446,869 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,462 | $336,826 | |
| 7 | XEL |
Xcel Energy Inc
|
1,040 | $83,512 | |
| 8 | DTE |
Dte Energy Co
|
450 | $68,566 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,960 | 16,444 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $912,092 | 14,754 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $852,367 | 14,548 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $888,677 | 14,528 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $819,992 | 14,508 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $812,173 | 14,485 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $794,327 | 14,748 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $845,698 | 14,634 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $764,008 | 15,592 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $908,539 | 18,470 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $851,217 | 18,111 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $731,337 | 16,372 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,125,500 | 21,732 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,214,980 | 21,731 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $15,944,119 | 260,015 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $17,709,990 | 256,258 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $19,765,425 | 247,656 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $18,431,607 | 216,919 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $22,328,794 | 284,226 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $18,931,311 | 259,262 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $18,153,250 | 246,748 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $17,372,963 | 228,712 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $12,279,257 | 163,288 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $12,680,735 | 160,658 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,326,201 | 114,883 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $5,948,600 | 82,402 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||