Position in D
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$975,454
+$89,265 QoQ
Shares Held
14,284
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#624
of 1,537 holders
Holding Since
Dec 2020
23 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, 2026Sovereign Financial Group, Inc. holds $10,179,048 across 9 Utilities - Regulated Electric names. D ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,652 | $3,125,122 | |
| 2 | ED |
Consolidated Edison Inc
|
20,019 | $2,214,701 | |
| 3 | AEP |
American Electric Power Co Inc
|
8,142 | $1,113,907 | |
| 4 | D |
Dominion Energy, Inc
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|
14,284 | $975,454 | |
| 5 | NEE |
Nextera Energy Inc
|
9,747 | $855,494 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
10,072 | $817,443 | |
| 7 | DTE |
Dte Energy Co
|
3,150 | $479,965 | |
| 8 | DUK |
Duke Energy CORP
|
3,013 | $381,385 |
All Filings in D
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,454 | 14,284 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $886,189 | 14,335 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $834,438 | 14,242 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $864,821 | 14,138 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $789,527 | 13,969 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $869,141 | 15,501 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $889,013 | 16,506 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $919,554 | 15,912 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $787,381 | 16,069 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $793,631 | 16,134 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $728,641 | 15,503 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $725,351 | 16,238 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $855,622 | 16,521 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $693,843 | 12,410 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $761,410 | 12,417 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $866,846 | 12,543 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,002,573 | 12,562 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,107,498 | 13,034 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,019,080 | 12,972 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $983,506 | 13,469 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,025,124 | 13,934 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,058,426 | 13,934 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,045,580 | 13,904 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||