Position in D
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$712,228
+$26,140 QoQ
Shares Held
11,521
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Compound Planning, Inc. holds $26,185,295 across 27 Utilities - Regulated Electric names. D ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
85,498 | $7,941,053 | |
| 2 | DUK |
Duke Energy CORP
|
21,420 | $2,804,733 | |
| 3 | SO |
Southern Co
|
23,390 | $2,257,602 | |
| 4 | ETR |
Entergy Corp /De/
|
16,395 | $1,842,141 | |
| 5 | AEP |
American Electric Power Co Inc
|
10,786 | $1,413,828 | |
| 6 | NGG |
National Grid PLC
|
14,947 | $1,264,516 | |
| 7 | LNT |
Alliant Energy Corp
|
10,953 | $785,987 | |
| 8 | D |
Dominion Energy, Inc
This page
|
11,521 | $712,228 |
All Filings in D
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $712,228 | 11,521 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $686,088 | 11,710 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $701,314 | 11,465 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $515,688 | 9,124 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $506,592 | 9,035 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $481,508 | 8,940 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $557,673 | 9,650 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $421,400 | 8,600 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $297,747 | 6,053 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $216,576 | 4,608 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||