SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in D — Dominion Energy, Inc

CIK 1008895 CEDARBURG, WI

Position in D

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$347,186

+$32,894 QoQ

Shares Held

5,084

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#971

of 1,533 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $13,029,887 across 5 Utilities - Regulated Electric names. D ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	119,060	$10,449,896
2	WEC	Wec Energy Group, Inc.	8,748	$1,021,503
3	DUK	Duke Energy CORP	7,263	$919,350
4	D	Dominion Energy, Inc This page	5,084	$347,186
5	AEP	American Electric Power Co Inc	2,134	$291,952

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,186	5,084	0.0%	Shares	Sole	2026-07-29
2026-03-31	$314,292	5,084	-7.2%	Shares	Sole	2026-04-29
2025-12-31	$321,073	5,480	-0.0%	Shares	Sole	2026-01-28
2025-09-30	$335,333	5,482	+7.8%	Shares	Sole	2025-10-27
2025-06-30	$287,347	5,084	+5.6%	Shares	Sole	2025-08-01
2025-03-31	$269,920	4,814	+5.5%	Shares	Sole	2025-05-21
2024-12-31	$245,817	4,564	0.0%	Shares	Sole	2025-01-27
2024-09-30	$263,753	4,564	-46.7%	Shares	Sole	2024-10-23
2024-06-30	$419,636	8,564	-5.4%	Shares	Sole	2024-07-29
2024-03-31	$445,464	9,056	-21.9%	Shares	Sole	2024-04-26
2023-12-31	$544,965	11,595	-13.2%	Shares	Sole	2024-01-29
2023-09-30	$596,701	13,358	-13.4%	Shares	Sole	2023-10-20
2023-06-30	$798,498	15,418	-12.5%	Shares	Sole	2023-07-26
2023-03-31	$985,022	17,618	-3.5%	Shares	Sole	2023-04-28
2022-12-31	$1,119,519	18,257	-2.4%	Shares	Sole	2023-02-01
2022-09-30	$1,292,840	18,707	0.0%	Shares	Sole	2022-10-24
2022-06-30	$1,493,005	18,707	-5.2%	Shares	Sole	2022-08-24
2022-03-31	$1,676,713	19,733	0.0%	Shares	Sole	2022-05-06
2021-12-31	$1,550,224	19,733	-8.1%	Shares	Sole	2022-02-01
2021-09-30	$1,567,301	21,464	-4.1%	Shares	Sole	2021-10-27
2021-06-30	$1,646,570	22,381	-6.9%	Shares	Sole	2021-07-26
2021-03-31	$1,825,090	24,027	-18.0%	Shares	Sole	2021-04-30
2020-12-31	$2,202,683	29,291	-9.2%	Shares	Sole	2021-02-01
2020-09-30	$2,545,887	32,255	+3.9%	Shares	Sole	2020-10-28
2020-06-30	$2,519,746	31,039	-1.9%	Shares	Sole	2020-07-29
2020-03-31	$2,283,225	31,628	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.