Position in D
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,532,291
+$345,162 QoQ
Shares Held
22,438
+16.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#506
of 1,533 holders
Holding Since
Mar 2020
25 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, 2026Keystone Financial Group holds $8,532,558 across 10 Utilities - Regulated Electric names. D ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,585 | $1,593,009 | |
| 2 | D |
Dominion Energy, Inc
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|
22,438 | $1,532,291 | |
| 3 | NEE |
Nextera Energy Inc
|
16,772 | $1,472,078 | |
| 4 | SO |
Southern Co
|
13,698 | $1,311,035 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,331 | $1,002,954 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,609 | $538,192 | |
| 7 | EVRG |
Evergy, Inc.
|
4,342 | $375,279 | |
| 8 | FE |
Firstenergy Corp
|
5,579 | $265,225 |
All Filings in D
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,532,291 | 22,438 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,187,129 | 19,203 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,073,075 | 18,315 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,052,552 | 17,207 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $966,661 | 17,103 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $947,807 | 16,904 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $685,853 | 12,734 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $714,746 | 12,368 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $601,475 | 12,275 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $599,626 | 12,190 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $465,629 | 9,907 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $496,373 | 11,112 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $499,618 | 9,647 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $463,517 | 7,559 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $429,449 | 6,214 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $454,358 | 5,693 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $488,322 | 5,747 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $448,499 | 5,709 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $417,820 | 5,722 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $424,866 | 5,775 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $480,143 | 6,321 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $489,852 | 6,514 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $533,251 | 6,756 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $595,374 | 7,334 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $545,539 | 7,557 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||