Position in D
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$467,103
+$54,331 QoQ
Shares Held
6,840
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#869
of 1,537 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, 2026Cornerstone Advisory, LLC holds $5,726,581 across 8 Utilities - Regulated Electric names. D ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
23,407 | $2,240,283 | |
| 2 | AEP |
American Electric Power Co Inc
|
6,019 | $823,459 | |
| 3 | DUK |
Duke Energy CORP
|
6,437 | $814,795 | |
| 4 | NEE |
Nextera Energy Inc
|
8,790 | $771,498 | |
| 5 | D |
Dominion Energy, Inc
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|
6,840 | $467,103 | |
| 6 | EXC |
Exelon Corp
|
6,828 | $318,321 | |
| 7 | ETR |
Entergy Corp /De/
|
1,918 | $220,301 | |
| 8 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,003 | $70,821 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,103 | 6,840 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $412,772 | 6,677 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $385,053 | 6,572 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $428,190 | 7,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $390,835 | 6,915 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $413,572 | 7,376 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $381,274 | 7,079 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $431,864 | 7,473 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $362,698 | 7,402 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $374,483 | 7,613 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $350,996 | 7,468 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $515,313 | 11,536 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $657,784 | 12,701 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $712,349 | 12,741 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $799,674 | 13,041 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $882,534 | 12,770 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,011,192 | 12,670 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,567,185 | 18,444 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $954,346 | 12,148 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $916,108 | 12,546 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $929,777 | 12,638 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $906,050 | 11,928 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,132,135 | 15,055 | Shares | Sole | 2021-05-11 | |
| 2020-09-30 | $1,222,309 | 15,486 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $951,916 | 11,726 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $732,728 | 10,150 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||