Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$339,537
+$20,794 QoQ
Shares Held
4,972
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#979
of 1,533 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Compass Ion Advisors, LLC holds $3,504,760 across 3 Utilities - Regulated Electric names. D ranks #2 (9.7% of the industry book) .
All Filings in D
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,537 | 4,972 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $318,743 | 5,156 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $301,269 | 5,142 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $313,618 | 5,127 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $288,930 | 5,112 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $287,134 | 5,121 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $283,465 | 5,263 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $303,570 | 5,253 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $270,774 | 5,526 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $271,823 | 5,526 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $298,920 | 6,360 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $321,981 | 7,208 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||