Position in D
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,101,995
+$185,648 QoQ
Shares Held
16,137
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#593
of 1,537 holders
Holding Since
Mar 2022
9 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, 2026San Luis Wealth Advisors LLC holds $4,959,720 across 7 Utilities - Regulated Electric names. D ranks #1 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
16,137 | $1,101,995 | |
| 2 | ES |
Eversource Energy
|
14,850 | $1,073,209 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,143 | $977,233 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
9,576 | $777,188 | |
| 5 | EIX |
Edison International
|
5,648 | $420,493 | |
| 6 | AEE |
Ameren Corp
|
3,006 | $339,798 | |
| 7 | NEE |
Nextera Energy Inc
|
3,074 | $269,804 |
All Filings in D
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,995 | 16,137 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $916,347 | 15,640 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $803,284 | 13,132 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $693,330 | 12,267 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $664,485 | 11,851 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $788,725 | 14,644 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $718,792 | 12,438 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $284,641 | 5,809 | Shares | Sole | 2024-07-12 | |
| 2022-03-31 | $5,862 | 69 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||