Position in D
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$496,536
+$54,647 QoQ
Shares Held
7,271
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#847
of 1,537 holders
Holding Since
Dec 2021
17 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, 2026Forum Financial Management, LP holds $6,693,805 across 8 Utilities - Regulated Electric names. D ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
70,000 | $3,082,800 | |
| 2 | NEE |
Nextera Energy Inc
|
8,536 | $749,204 | |
| 3 | SO |
Southern Co
|
6,538 | $625,751 | |
| 4 | DUK |
Duke Energy CORP
|
4,728 | $598,470 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
4,322 | $504,679 | |
| 6 | D |
Dominion Energy, Inc
This page
|
7,271 | $496,536 | |
| 7 | EXC |
Exelon Corp
|
7,373 | $343,729 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,139 | $292,636 |
All Filings in D
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,536 | 7,271 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $441,889 | 7,148 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $394,017 | 6,725 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $340,961 | 5,574 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $286,669 | 5,072 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $221,700 | 3,954 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $213,501 | 3,964 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $222,202 | 3,845 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $221,896 | 4,511 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $210,261 | 4,707 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $249,057 | 4,809 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $267,920 | 4,792 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $293,292 | 4,783 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $343,062 | 4,964 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $398,650 | 4,995 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $420,686 | 4,951 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $388,557 | 4,946 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||