Position in D
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$312,563
-$251,111 QoQ
Shares Held
4,577
-49.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,010
of 1,537 holders
Holding Since
Sep 2020
18 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, 2026Legacy Financial Advisors, Inc. holds $8,280,865 across 17 Utilities - Regulated Electric names. D ranks #13 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,652 | $1,022,696 | |
| 2 | DUK |
Duke Energy CORP
|
7,567 | $957,830 | |
| 3 | XEL |
Xcel Energy Inc
|
10,827 | $869,408 | |
| 4 | EIX |
Edison International
|
8,212 | $611,383 | |
| 5 | SO |
Southern Co
|
6,387 | $611,299 | |
| 6 | PCG |
PG&E Corp
|
34,536 | $580,895 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,272 | $447,642 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,206 | $422,518 |
All Filings in D
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,563 | 4,577 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $563,674 | 9,118 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $542,250 | 9,255 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $635,617 | 10,391 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $585,377 | 10,357 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $550,831 | 9,824 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $501,436 | 9,310 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $424,409 | 7,344 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $349,958 | 7,142 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $485,290 | 7,022 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $509,427 | 6,383 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $503,617 | 5,927 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $457,533 | 5,824 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $407,597 | 5,582 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $416,994 | 5,668 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $398,030 | 5,240 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $291,550 | 3,877 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $311,773 | 3,950 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||