Position in D
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$811,626
+$78,318 QoQ
Shares Held
11,885
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#683
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, 2026Valeo Financial Advisors, LLC holds $11,524,962 across 14 Utilities - Regulated Electric names. D ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
26,287 | $2,307,209 | |
| 2 | DUK |
Duke Energy CORP
|
16,334 | $2,067,557 | |
| 3 | SO |
Southern Co
|
20,147 | $1,928,269 | |
| 4 | ETR |
Entergy Corp /De/
|
9,518 | $1,093,237 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,346 | $868,196 | |
| 6 | D |
Dominion Energy, Inc
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|
11,885 | $811,626 | |
| 7 | ED |
Consolidated Edison Inc
|
4,364 | $482,789 | |
| 8 | NGG |
National Grid PLC
|
5,274 | $437,056 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,626 | 11,885 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $733,308 | 11,862 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,018,997 | 17,392 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,108,339 | 18,119 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,275,939 | 22,575 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $867,515 | 15,472 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $829,982 | 15,410 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $909,383 | 15,736 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $905,765 | 18,485 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $926,198 | 18,829 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $517,517 | 11,011 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $964,023 | 21,581 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $819,162 | 15,817 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,784,367 | 31,915 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,689,672 | 27,555 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $974,312 | 14,098 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,099,462 | 13,776 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,100,543 | 24,721 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,117,123 | 14,220 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,138,746 | 15,595 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $357,991 | 4,866 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,612,175 | 21,224 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,894,664 | 25,195 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,960,936 | 24,844 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,103,211 | 25,908 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,175,734 | 30,139 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||