Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$461,913
+$114,361 QoQ
Shares Held
6,764
+20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#872
of 1,535 holders
Holding Since
Jun 2021
21 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, 2026Continuum Advisory, LLC holds $11,311,930 across 27 Utilities - Regulated Electric names. D ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
35,181 | $4,040,889 | |
| 2 | NEE |
Nextera Energy Inc
|
13,980 | $1,227,024 | |
| 3 | IDA |
Idacorp Inc
|
6,956 | $1,052,442 | |
| 4 | DUK |
Duke Energy CORP
|
6,445 | $815,808 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,954 | $540,946 | |
| 6 | D |
Dominion Energy, Inc
This page
|
6,764 | $461,913 | |
| 7 | ES |
Eversource Energy
|
5,739 | $414,757 | |
| 8 | SO |
Southern Co
|
3,658 | $350,107 |
All Filings in D
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,913 | 6,764 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $347,552 | 5,622 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $295,586 | 5,045 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $295,389 | 4,829 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $240,944 | 4,263 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $216,878 | 3,868 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $209,407 | 3,888 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $247,803 | 4,288 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $227,409 | 4,641 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $241,965 | 4,919 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $359,362 | 7,646 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $448,933 | 10,050 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $502,155 | 9,696 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $712,125 | 12,737 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $731,057 | 11,922 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $719,296 | 10,408 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $841,357 | 10,542 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $659,282 | 7,759 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $289,964 | 3,691 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $272,802 | 3,736 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $259,407 | 3,526 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||