Position in D
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$285,725
+$27,071 QoQ
Shares Held
4,184
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,046
of 1,537 holders
Holding Since
Dec 2020
22 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, 2026Alliance Wealth Advisors, LLC holds $2,872,187 across 7 Utilities - Regulated Electric names. D ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
25,428 | $924,307 | |
| 2 | EIX |
Edison International
|
7,249 | $539,688 | |
| 3 | DUK |
Duke Energy CORP
|
2,791 | $353,284 | |
| 4 | D |
Dominion Energy, Inc
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|
4,184 | $285,725 | |
| 5 | ETR |
Entergy Corp /De/
|
2,396 | $275,204 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,274 | $265,534 | |
| 7 | ES |
Eversource Energy
|
3,161 | $228,445 |
All Filings in D
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,725 | 4,184 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $258,654 | 4,184 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $242,211 | 4,134 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $252,876 | 4,134 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $228,792 | 4,048 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $226,971 | 4,048 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $226,104 | 4,198 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $242,602 | 4,198 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $205,702 | 4,198 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $206,499 | 4,198 | Shares | Sole | 2024-04-16 | |
| 2023-09-30 | $335,248 | 7,505 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $391,791 | 7,565 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $446,944 | 7,994 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $462,536 | 7,543 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $533,943 | 7,726 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $625,470 | 7,837 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $665,909 | 7,837 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $610,411 | 7,770 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $567,365 | 7,770 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $585,028 | 7,952 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $607,300 | 7,995 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $553,923 | 7,366 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||