Position in D
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$307,236
New position
Shares Held
4,499
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#1,017
of 1,537 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Investment Planning Advisors, Inc. holds $1,276,108 across 2 Utilities - Regulated Electric names. D ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
10,123 | $968,872 | |
| 2 | D |
Dominion Energy, Inc
This page
|
4,499 | $307,236 |
All Filings in D
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,236 | 4,499 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||