Position in D
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,252,281
+$31,831 QoQ
Shares Held
62,268
-8.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#321
of 1,533 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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. D ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
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|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,252,281 | 62,268 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,220,450 | 68,270 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,500,121 | 76,807 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,477,398 | 73,196 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,917,683 | 69,315 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,080,549 | 72,776 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,882,659 | 72,088 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,898,743 | 67,464 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,007,914 | 61,386 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,120,367 | 63,435 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,937,688 | 62,504 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,312,744 | 51,774 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,619,745 | 50,584 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,657,402 | 47,530 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,192,319 | 52,060 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,106,861 | 59,425 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,546,695 | 56,969 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,179,516 | 60,957 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,021,633 | 63,921 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,720,450 | 64,646 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,553,394 | 61,892 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,662,348 | 61,379 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,274,377 | 70,138 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,549,093 | 70,304 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,658,814 | 69,707 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,661,380 | 64,571 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||