Position in D
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$577,665
+$60,170 QoQ
Shares Held
8,459
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#781
of 1,537 holders
Holding Since
Dec 2020
19 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, 2026Phoenix Wealth Advisors holds $5,526,185 across 7 Utilities - Regulated Electric names. D ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,075 | $1,937,522 | |
| 2 | ETR |
Entergy Corp /De/
|
16,007 | $1,838,564 | |
| 3 | D |
Dominion Energy, Inc
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|
8,459 | $577,665 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,664 | $364,461 | |
| 5 | DUK |
Duke Energy CORP
|
2,340 | $296,197 | |
| 6 | EXC |
Exelon Corp
|
5,503 | $256,549 | |
| 7 | EVRG |
Evergy, Inc.
|
2,953 | $255,227 |
All Filings in D
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,665 | 8,459 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $517,495 | 8,371 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $583,146 | 9,953 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $613,657 | 10,032 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $573,282 | 10,143 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $568,549 | 10,140 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $543,716 | 10,095 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $576,455 | 9,975 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $484,855 | 9,895 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $484,226 | 9,844 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $437,617 | 9,311 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $433,611 | 9,707 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $498,582 | 9,627 | Shares | Sole | 2023-07-13 | |
| 2022-03-31 | $334,017 | 3,931 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $308,819 | 3,931 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $352,467 | 4,827 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,197,315 | 29,867 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,165,011 | 28,502 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,123,272 | 28,235 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||