Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$207,055
+$4,046 QoQ
Shares Held
3,032
-16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,198
of 1,537 holders
Holding Since
Mar 2020
14 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, 2026FIDUCIENT ADVISORS LLC holds $207,055 across 1 Utilities - Regulated Electric name. D ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
3,032 | $207,055 |
All Filings in D
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,055 | 3,032 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $203,009 | 3,631 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $222,652 | 3,631 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $250,938 | 3,631 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $289,790 | 3,631 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $308,526 | 3,631 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $285,251 | 3,631 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $265,135 | 3,631 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $287,364 | 3,906 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $305,814 | 4,026 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $328,699 | 4,371 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $345,003 | 4,371 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $354,837 | 4,371 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $329,980 | 4,571 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||