Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$829,177
+$106,131 QoQ
Shares Held
12,142
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#676
of 1,537 holders
Holding Since
Mar 2020
26 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, 2026Trivium Point Advisory, LLC holds $22,219,573 across 15 Utilities - Regulated Electric names. D ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
97,174 | $11,161,405 | |
| 2 | NEE |
Nextera Energy Inc
|
26,323 | $2,310,369 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,929 | $1,358,386 | |
| 4 | FE |
Firstenergy Corp
|
17,852 | $848,684 | |
| 5 | D |
Dominion Energy, Inc
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|
12,142 | $829,177 | |
| 6 | DTE |
Dte Energy Co
|
5,150 | $784,705 | |
| 7 | DUK |
Duke Energy CORP
|
5,491 | $695,050 | |
| 8 | ES |
Eversource Energy
|
8,963 | $647,756 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,177 | 12,142 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $723,046 | 11,696 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $791,140 | 13,503 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $844,329 | 13,803 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $833,613 | 14,749 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $894,372 | 15,951 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $885,189 | 16,435 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $978,789 | 16,937 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $879,746 | 17,954 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $824,129 | 16,754 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $865,270 | 18,410 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $893,802 | 20,009 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $901,612 | 17,409 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $924,304 | 16,532 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $935,068 | 15,249 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,063,533 | 15,389 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,174,723 | 14,719 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,166,977 | 13,734 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,019,944 | 12,983 | Shares | Sole | 2022-02-18 | |
| 2021-09-30 | $965,908 | 13,228 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,089,056 | 14,803 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,306,512 | 17,200 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,569,424 | 20,870 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,494,223 | 18,931 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,545,342 | 19,036 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,274,803 | 17,659 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||