Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$259,775
+$29,681 QoQ
Shares Held
3,804
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,087
of 1,535 holders
Holding Since
Jun 2020
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, 2026Physician Wealth Advisors, Inc. holds $1,950,998 across 34 Utilities - Regulated Electric names. D ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
3,470 | $392,248 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
|
4,325 | $309,756 | |
| 3 | D |
Dominion Energy, Inc
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|
3,804 | $259,775 | |
| 4 | DUK |
Duke Energy CORP
|
1,995 | $252,527 | |
| 5 | ED |
Consolidated Edison Inc
|
1,350 | $149,350 | |
| 6 | SO |
Southern Co
|
982 | $93,987 | |
| 7 | NEE |
Nextera Energy Inc
|
719 | $63,106 | |
| 8 | CMS |
Cms Energy Corp
|
574 | $43,911 |
All Filings in D
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,775 | 3,804 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $230,094 | 3,722 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $215,845 | 3,684 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $233,302 | 3,814 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $227,606 | 4,027 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $223,382 | 3,984 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $213,447 | 3,963 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $228,848 | 3,960 | Shares | Sole | 2024-10-16 | |
| 2023-03-31 | $199,430 | 3,567 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $218,544 | 3,564 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $246,100 | 3,561 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $284,123 | 3,560 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $427,654 | 5,033 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $395,235 | 5,031 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $367,217 | 5,029 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $369,836 | 5,027 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $384,357 | 5,060 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $380,361 | 5,058 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $399,070 | 5,056 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $410,283 | 5,054 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||