Position in D
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$238,536
+$22,723 QoQ
Shares Held
3,493
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,126
of 1,537 holders
Holding Since
Mar 2020
23 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, 2026Visionary Wealth Advisors holds $32,244,812 across 6 Utilities - Regulated Electric names. D ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
112,104 | $10,729,473 | |
| 2 | NEE |
Nextera Energy Inc
|
113,533 | $9,964,791 | |
| 3 | DUK |
Duke Energy CORP
|
77,162 | $9,767,165 | |
| 4 | AEE |
Ameren Corp
|
11,690 | $1,321,437 | |
| 5 | D |
Dominion Energy, Inc
This page
|
3,493 | $238,536 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,633 | $223,410 |
All Filings in D
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,536 | 3,493 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $215,813 | 3,491 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $205,826 | 3,513 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $215,868 | 3,529 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $203,131 | 3,515 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $209,426 | 4,274 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $238,423 | 4,847 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $261,226 | 5,558 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $369,018 | 8,261 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,025,753 | 97,041 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,308,710 | 94,951 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,514,868 | 73,628 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,702,659 | 68,046 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,148,303 | 64,507 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,003,458 | 58,885 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,108,295 | 52,295 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,630,554 | 49,720 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,593,158 | 48,840 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,560,093 | 46,868 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,080,718 | 40,967 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,027,202 | 38,353 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,902,915 | 35,759 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,457,708 | 34,045 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||