Position in D
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,056,191
+$408,811 QoQ
Shares Held
74,040
-1.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#298
of 1,533 holders
Holding Since
Dec 2021
19 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, 2026Carson Advisory Inc. holds $23,078,400 across 7 Utilities - Regulated Electric names. D ranks #3 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
70,389 | $6,736,931 | |
| 2 | EIX |
Edison International
|
71,827 | $5,347,520 | |
| 3 | D |
Dominion Energy, Inc
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|
74,040 | $5,056,191 | |
| 4 | DUK |
Duke Energy CORP
|
30,595 | $3,872,715 | |
| 5 | NEE |
Nextera Energy Inc
|
12,351 | $1,084,047 | |
| 6 | PCG |
PG&E Corp
|
40,006 | $672,900 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,252 | $308,096 |
All Filings in D
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,056,191 | 74,040 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,647,380 | 75,176 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,389,445 | 74,918 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,613,196 | 75,416 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,308,576 | 76,231 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,262,217 | 76,016 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,888,422 | 72,195 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,972,311 | 68,737 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,324,111 | 67,839 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,156,128 | 64,162 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,748,936 | 58,488 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,796,565 | 62,605 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,009,879 | 58,117 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,817,137 | 50,387 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,786,196 | 45,437 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,971,639 | 28,529 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,283,922 | 28,617 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,444,926 | 28,774 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,334,253 | 29,713 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||