Position in D
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$911,398
+$69,163 QoQ
Shares Held
13,346
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#651
of 1,537 holders
Holding Since
Jun 2025
5 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, 2026Clarion Wealth Managment Partners, LLC holds $1,780,243 across 2 Utilities - Regulated Electric names. D ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
13,346 | $911,398 | |
| 2 | DUK |
Duke Energy CORP
|
6,864 | $868,845 |
All Filings in D
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,398 | 13,346 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $842,235 | 13,624 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $800,105 | 13,656 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $862,864 | 14,106 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $805,862 | 14,258 | Shares | Sole | 2025-08-21 | |
| No filing history on record for this holder in this stock. | ||||||