Position in D
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,465,785
+$260,728 QoQ
Shares Held
50,751
-2.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#350
of 1,537 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $71,621,448 across 41 Utilities - Regulated Electric names. D ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
133,520 | $12,779,199 | |
| 2 | NEE |
Nextera Energy Inc
|
139,958 | $12,284,113 | |
| 3 | DUK |
Duke Energy CORP
|
76,905 | $9,734,634 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,785 | $3,938,075 | |
| 5 | D |
Dominion Energy, Inc
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|
50,751 | $3,465,785 | |
| 6 | ETR |
Entergy Corp /De/
|
25,742 | $2,956,726 | |
| 7 | EIX |
Edison International
|
26,859 | $1,999,652 | |
| 8 | ED |
Consolidated Edison Inc
|
17,977 | $1,988,795 |
All Filings in D
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,465,785 | 50,751 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,205,057 | 51,845 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,075,154 | 52,486 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,680,706 | 27,476 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $732,894 | 12,967 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $677,830 | 12,089 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $303,070 | 5,627 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $346,451 | 5,995 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $252,546 | 5,154 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $220,813 | 4,489 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $193,828 | 4,124 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $80,540 | 1,803 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $57,072 | 1,102 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $31,309 | 560 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $17,721 | 289 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||