Position in D
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$829,996
-$79,252 QoQ
Shares Held
12,154
-17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#675
of 1,535 holders
Holding Since
Dec 2021
16 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, 2026Centennial Wealth Advisory LLC holds $9,904,597 across 12 Utilities - Regulated Electric names. D ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
7,203 | $1,097,521 | |
| 2 | CMS |
Cms Energy Corp
|
13,320 | $1,018,980 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,151 | $978,328 | |
| 4 | D |
Dominion Energy, Inc
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|
12,154 | $829,996 | |
| 5 | ES |
Eversource Energy
|
11,274 | $814,771 | |
| 6 | EXC |
Exelon Corp
|
17,189 | $801,351 | |
| 7 | LNT |
Alliant Energy Corp
|
10,097 | $770,300 | |
| 8 | OGE |
Oge Energy Corp.
|
15,558 | $757,052 |
All Filings in D
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,996 | 12,154 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $909,248 | 14,708 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $724,934 | 12,373 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $721,438 | 11,794 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $610,133 | 10,795 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $571,072 | 10,185 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $459,533 | 8,532 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $441,457 | 7,639 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $361,669 | 7,381 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $353,282 | 7,182 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $328,906 | 6,998 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $342,976 | 7,678 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $400,440 | 7,732 | Shares | Sole | 2023-07-17 | |
| 2022-06-30 | $448,612 | 5,621 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $264,596 | 3,114 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $203,077 | 2,585 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||