Position in D
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$204
+$19 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,527
of 1,537 holders
Holding Since
Sep 2025
4 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, 2026DHJJ Financial Advisors, Ltd. holds $137,103 across 9 Utilities - Regulated Electric names. D ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
324 | $41,011 | |
| 2 | ETR |
Entergy Corp /De/
|
166 | $19,066 | |
| 3 | XEL |
Xcel Energy Inc
|
235 | $18,870 | |
| 4 | ED |
Consolidated Edison Inc
|
153 | $16,926 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
195 | $15,826 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
112 | $13,078 | |
| 7 | NEE |
Nextera Energy Inc
|
136 | $11,936 | |
| 8 | D |
Dominion Energy, Inc
This page
|
3 | $204 |
All Filings in D
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204 | 3 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $185 | 3 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $175 | 3 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $183 | 3 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||