Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,370,716
+$145,073 QoQ
Shares Held
20,072
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#532
of 1,535 holders
Holding Since
Dec 2023
11 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, 2026Frank, Rimerman Advisors LLC holds $16,063,682 across 19 Utilities - Regulated Electric names. D ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
26,339 | $2,520,905 | |
| 2 | NEE |
Nextera Energy Inc
|
19,720 | $1,730,824 | |
| 3 | AEP |
American Electric Power Co Inc
|
11,696 | $1,600,129 | |
| 4 | DUK |
Duke Energy CORP
|
12,333 | $1,561,111 | |
| 5 | D |
Dominion Energy, Inc
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|
20,072 | $1,370,716 | |
| 6 | EIX |
Edison International
|
16,977 | $1,263,937 | |
| 7 | EXC |
Exelon Corp
|
24,033 | $1,120,418 | |
| 8 | ED |
Consolidated Edison Inc
|
8,491 | $939,359 |
All Filings in D
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,370,716 | 20,072 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,225,643 | 19,826 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,164,359 | 19,873 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,207,434 | 19,739 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,123,391 | 19,876 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $946,854 | 16,887 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $931,185 | 17,289 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $964,399 | 16,688 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,358,329 | 27,721 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,049 | 62 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,914 | 62 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||