Position in D
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$446,958
+$41,419 QoQ
Shares Held
6,545
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#880
of 1,537 holders
Holding Since
Mar 2022
13 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, 2026OLIO Financial Planning holds $657,645 across 2 Utilities - Regulated Electric names. D ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
6,545 | $446,958 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,540 | $210,687 |
All Filings in D
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,958 | 6,545 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $405,539 | 6,560 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $383,237 | 6,541 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $396,198 | 6,477 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $365,345 | 6,464 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $328,626 | 5,861 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $313,896 | 5,828 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $328,016 | 5,676 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $278,124 | 5,676 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $279,202 | 5,676 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $266,772 | 5,676 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $275,926 | 6,177 | Shares | Sole | 2023-10-19 | |
| 2022-03-31 | $202,738 | 2,386 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||