Position in D
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$460,206
-$31,819 QoQ
Shares Held
6,739
-15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#874
of 1,536 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026A4 Wealth Advisors LLC holds $791,212 across 2 Utilities - Regulated Electric names. D ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
6,739 | $460,206 | |
| 2 | DUK |
Duke Energy CORP
|
2,615 | $331,006 |
All Filings in D
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,206 | 6,739 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $492,025 | 7,959 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||