Position in D
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$203,026
+$2,817 QoQ
Shares Held
2,973
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,209
of 1,537 holders
Holding Since
Jun 2021
9 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, 2026Partners in Financial Planning holds $431,390 across 2 Utilities - Regulated Electric names. D ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
2,386 | $228,364 | |
| 2 | D |
Dominion Energy, Inc
This page
|
2,973 | $203,026 |
All Filings in D
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,026 | 2,973 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $200,209 | 3,273 | Shares | Sole | 2025-11-10 | |
| 2022-12-31 | $297,463 | 4,851 | Shares | Sole | 2025-05-05 | |
| 2022-09-30 | $335,252 | 4,851 | Shares | Sole | 2025-05-05 | |
| 2022-06-30 | $387,158 | 4,851 | Shares | Sole | 2025-05-05 | |
| 2022-03-31 | $412,189 | 4,851 | Shares | Sole | 2025-05-05 | |
| 2021-12-31 | $381,094 | 4,851 | Shares | Sole | 2025-05-05 | |
| 2021-09-30 | $354,220 | 4,851 | Shares | Sole | 2025-05-05 | |
| 2021-06-30 | $407,430 | 5,538 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||