Position in D
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,069,079
+$71,985 QoQ
Shares Held
15,655
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#601
of 1,537 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Founders Financial Alliance, LLC holds $13,122,470 across 6 Utilities - Regulated Electric names. D ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
61,987 | $7,846,314 | |
| 2 | NEE |
Nextera Energy Inc
|
20,321 | $1,783,574 | |
| 3 | AEP |
American Electric Power Co Inc
|
12,035 | $1,646,508 | |
| 4 | D |
Dominion Energy, Inc
This page
|
15,655 | $1,069,079 | |
| 5 | SO |
Southern Co
|
4,728 | $452,516 | |
| 6 | ETR |
Entergy Corp /De/
|
2,825 | $324,479 |
All Filings in D
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,069,079 | 15,655 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $997,094 | 16,129 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $838,891 | 14,318 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,074,022 | 17,558 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $991,869 | 17,549 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,006,792 | 17,956 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $817,056 | 15,170 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $872,686 | 15,101 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $717,458 | 14,642 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $717,239 | 14,581 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $684,508 | 14,564 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $712,129 | 15,942 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $854,845 | 16,506 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $793,586 | 14,194 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $943,040 | 15,379 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,065,745 | 15,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $507,352 | 6,357 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,320,688 | 15,543 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,239,755 | 15,781 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,209,864 | 16,569 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,220,810 | 16,594 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,255,388 | 16,527 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,277,490 | 16,988 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,123,327 | 14,232 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||