Position in D
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,630,325
+$232,884 QoQ
Shares Held
38,517
-0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#390
of 1,533 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, 2026XML Financial, LLC holds $6,759,077 across 7 Utilities - Regulated Electric names. D ranks #1 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
38,517 | $2,630,325 | |
| 2 | NEE |
Nextera Energy Inc
|
14,964 | $1,313,390 | |
| 3 | SO |
Southern Co
|
13,443 | $1,286,629 | |
| 4 | DUK |
Duke Energy CORP
|
5,002 | $633,153 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,500 | $342,025 | |
| 6 | DTE |
Dte Energy Co
|
2,000 | $304,740 | |
| 7 | PPL |
PPL Corp
|
6,845 | $248,815 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,630,325 | 38,517 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,397,441 | 38,781 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,304,461 | 39,332 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,564,674 | 41,927 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,534,130 | 44,836 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,472,967 | 44,105 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,572,407 | 47,761 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,029,929 | 52,430 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,832,396 | 57,804 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,156,177 | 64,163 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,508,597 | 74,651 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,473,717 | 77,764 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,027,293 | 77,762 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,772,024 | 67,466 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,127,197 | 50,998 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,560,685 | 51,522 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,100,340 | 13,787 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,321,149 | 50,855 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,031,227 | 51,314 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $3,535,044 | 48,412 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,019,385 | 13,856 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,199,332 | 15,789 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,233,355 | 16,401 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,301,476 | 16,489 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,304,806 | 16,073 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,152,368 | 15,963 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||