Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$240,653
+$32,938 QoQ
Shares Held
3,524
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,119
of 1,536 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, 2026Sound Income Strategies, LLC holds $24,310,440 across 10 Utilities - Regulated Electric names. D ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
254,130 | $18,365,975 | |
| 2 | EIX |
Edison International
|
28,850 | $2,147,882 | |
| 3 | NEE |
Nextera Energy Inc
|
16,158 | $1,418,187 | |
| 4 | EVRG |
Evergy, Inc.
|
7,378 | $637,680 | |
| 5 | SO |
Southern Co
|
4,930 | $471,850 | |
| 6 | DUK |
Duke Energy CORP
|
2,720 | $344,297 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,220 | $259,229 | |
| 8 | D |
Dominion Energy, Inc
This page
|
3,524 | $240,653 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,653 | 3,524 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $207,715 | 3,360 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $218,950 | 3,737 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $199,536 | 3,262 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $172,781 | 3,057 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $171,293 | 3,055 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $158,294 | 2,939 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $164,990 | 2,855 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $143,374 | 2,926 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $147,422 | 2,997 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $151,387 | 3,221 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $110,111 | 2,465 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $127,921 | 2,470 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $75,087 | 1,343 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $56,782 | 926 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $63,926 | 925 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $67,359 | 844 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $71,629 | 843 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $65,361 | 832 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $115,736 | 1,585 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $82,177 | 1,117 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $167,491 | 2,205 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $180,404 | 2,399 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $172,304 | 2,183 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $117,548 | 1,448 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $86,628 | 1,200 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||