Position in D
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$429,407
+$102,503 QoQ
Shares Held
6,288
+18.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#894
of 1,535 holders
Holding Since
Mar 2026
2 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, 2026Souders Financial Advisors holds $5,126,516 across 6 Utilities - Regulated Electric names. D ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,388 | $2,052,764 | |
| 2 | DUK |
Duke Energy CORP
|
12,253 | $1,550,984 | |
| 3 | CNP |
Centerpoint Energy Inc
|
12,564 | $553,318 | |
| 4 | D |
Dominion Energy, Inc
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|
6,288 | $429,407 | |
| 5 | PCG |
PG&E Corp
|
17,377 | $292,281 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,811 | $247,762 |
All Filings in D
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,407 | 6,288 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $326,904 | 5,288 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||