Position in D
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,658
+$1,294 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,431
of 1,537 holders
Holding Since
Jun 2024
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, 2026SIMA Wealth Partners, LLC holds $29,986 across 2 Utilities - Regulated Electric names. D ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
129 | $16,328 | |
| 2 | D |
Dominion Energy, Inc
This page
|
200 | $13,658 |
All Filings in D
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,658 | 200 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,364 | 200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,718 | 200 | Shares | Sole | 2026-05-28 | |
| 2025-09-30 | $12,234 | 200 | Shares | Sole | 2026-05-28 | |
| 2025-06-30 | $19,668 | 348 | Shares | Sole | 2026-06-15 | |
| 2025-03-31 | $41,772 | 745 | Shares | Sole | 2026-06-15 | |
| 2024-12-31 | $62,154 | 1,154 | Shares | Sole | 2026-06-15 | |
| 2024-09-30 | $57,154 | 989 | Shares | Sole | 2026-06-15 | |
| 2024-06-30 | $48,461 | 989 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||