Foundations Investment Advisors, LLC
EndowmentPosition in D — Dominion Energy, Inc
CIK 1743404
PHOENIX, AZ
Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$679,417
+$88,171 QoQ
Shares Held
9,949
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#738
of 1,537 holders
Holding Since
Sep 2021
20 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, 2026Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. D ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,316 | $33,241,613 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
261,886 | $21,254,667 | |
| 3 | DUK |
Duke Energy CORP
|
28,782 | $3,643,225 | |
| 4 | NEE |
Nextera Energy Inc
|
39,939 | $3,505,446 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
28,472 | $3,324,675 | |
| 6 | XEL |
Xcel Energy Inc
|
24,024 | $1,929,127 | |
| 7 | ED |
Consolidated Edison Inc
|
16,040 | $1,774,505 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,312 | $1,410,784 |
All Filings in D
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,417 | 9,949 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $591,246 | 9,564 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $579,103 | 9,884 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $532,484 | 8,705 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $849,891 | 15,037 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $602,247 | 10,741 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $633,555 | 11,763 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $658,690 | 11,398 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $496,664 | 10,136 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $448,219 | 9,112 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $454,819 | 9,677 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $390,460 | 8,741 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $524,529 | 10,128 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $910,662 | 16,288 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $954,445 | 15,565 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $734,639 | 10,630 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $510,544 | 6,397 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $367,155 | 4,321 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $320,446 | 4,079 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $229,939 | 3,149 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||