Position in D
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$555,880
-$538,086 QoQ
Shares Held
8,140
-54.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#797
of 1,535 holders
Holding Since
Jun 2020
19 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, 2026Elevated Capital Advisors, LLC holds $5,330,892 across 25 Utilities - Regulated Electric names. D ranks #1 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
8,140 | $555,880 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,072 | $420,280 | |
| 3 | CMS |
Cms Energy Corp
|
4,849 | $370,948 | |
| 4 | EIX |
Edison International
|
4,811 | $358,178 | |
| 5 | EXC |
Exelon Corp
|
7,543 | $351,654 | |
| 6 | FE |
Firstenergy Corp
|
7,351 | $349,466 | |
| 7 | ES |
Eversource Energy
|
4,742 | $342,704 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,775 | $324,036 |
All Filings in D
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,880 | 8,140 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,093,966 | 17,696 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $943,650 | 16,106 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $970,033 | 15,858 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,021,881 | 18,080 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,013,745 | 18,080 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $949,767 | 17,634 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $876,558 | 15,168 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $763,910 | 15,590 | Shares | Sole | 2024-08-01 | |
| 2023-06-30 | $1,377,976 | 26,607 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $1,372,310 | 24,545 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,377,247 | 22,460 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,346,608 | 19,485 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $1,412,456 | 16,623 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $1,004,171 | 13,752 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $853,182 | 11,232 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $779,147 | 10,361 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $868,387 | 11,002 | Shares | Sole | 2020-11-27 | |
| 2020-06-30 | $924,802 | 11,392 | Shares | Sole | 2020-09-11 | |
| No filing history on record for this holder in this stock. | ||||||