Position in D
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$757,404
+$145,819 QoQ
Shares Held
11,091
+12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#703
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, 2026Adams Wealth Management holds $1,304,356 across 2 Utilities - Regulated Electric names. D ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
11,091 | $757,404 | |
| 2 | DUK |
Duke Energy CORP
|
4,321 | $546,952 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,404 | 11,091 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $611,585 | 9,893 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $501,999 | 8,568 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $518,415 | 8,475 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $554,687 | 9,814 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $687,810 | 12,267 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $655,260 | 12,166 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $567,093 | 9,813 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $535,962 | 10,938 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $724,224 | 14,723 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $706,081 | 15,023 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $657,274 | 14,714 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $621,117 | 11,993 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $620,041 | 11,090 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $502,088 | 8,188 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $480,936 | 6,959 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $610,626 | 7,651 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $657,242 | 7,735 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $707,589 | 9,007 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $714,719 | 9,788 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $805,959 | 10,955 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $837,231 | 11,022 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $715,603 | 9,516 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $751,887 | 9,526 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $764,959 | 9,423 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $729,335 | 10,103 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||