Position in D
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,121,731
+$267,812 QoQ
Shares Held
16,426
+18.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#586
of 1,533 holders
Holding Since
Sep 2025
4 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, 2026Savvy Advisors, Inc. holds $21,331,747 across 21 Utilities - Regulated Electric names. D ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
45,549 | $3,997,835 | |
| 2 | AEP |
American Electric Power Co Inc
|
15,606 | $2,135,056 | |
| 3 | XEL |
Xcel Energy Inc
|
26,580 | $2,134,374 | |
| 4 | DUK |
Duke Energy CORP
|
16,732 | $2,117,936 | |
| 5 | SO |
Southern Co
|
17,514 | $1,676,264 | |
| 6 | D |
Dominion Energy, Inc
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|
16,426 | $1,121,731 | |
| 7 | OGE |
Oge Energy Corp.
|
21,573 | $1,049,742 | |
| 8 | EXC |
Exelon Corp
|
19,145 | $892,539 |
All Filings in D
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,731 | 16,426 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $853,919 | 13,813 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $729,445 | 12,450 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $560,317 | 9,160 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||