EXCALIBUR MANAGEMENT CORP

Position in D — Dominion Energy, Inc

CIK 1009003 WALTHAM, MA

Position in D

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,102,610

+$111,636 QoQ

Shares Held

16,146

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#591

of 1,537 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

EXCALIBUR MANAGEMENT CORP holds $8,114,873 across 7 Utilities - Regulated Electric names. D ranks #4 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	12,143	$1,537,060
2	PNW	Pinnacle West Capital Corp	14,066	$1,505,062
3	ED	Consolidated Edison Inc	13,013	$1,439,628
4	D	Dominion Energy, Inc This page	16,146	$1,102,610
5	NEE	Nextera Energy Inc	11,942	$1,048,149
6	SO	Southern Co	9,819	$939,776
7	AEP	American Electric Power Co Inc	3,966	$542,588

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,102,610	16,146	+0.7%	Shares	Sole	2026-08-03
2026-03-31	$990,974	16,030	+4.4%	Shares	Sole	2026-05-05
2025-12-31	$899,473	15,352	+6.8%	Shares	Sole	2026-02-10
2025-09-30	$879,257	14,374	+0.0%	Shares	Sole	2025-11-10
2025-06-30	$812,192	14,370	-1.9%	Shares	Sole	2025-08-06
2025-03-31	$821,537	14,652	-1.4%	Shares	Sole	2025-05-08
2024-12-31	$800,575	14,864	+0.0%	Shares	Sole	2025-02-12
2024-09-30	$858,874	14,862	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$731,864	14,936	+3.2%	Shares	Sole	2024-08-09
2024-03-31	$712,172	14,478	+11.6%	Shares	Sole	2024-05-13
2023-12-31	$609,590	12,970	+5.5%	Shares	Sole	2024-02-12
2023-09-30	$549,217	12,295	+18.6%	Shares	Sole	2023-11-13
2023-06-30	$536,751	10,364	+4.6%	Shares	Sole	2023-08-08
2023-03-31	$554,124	9,911	+1.9%	Shares	Sole	2023-05-08
2022-12-31	$596,398	9,726	-8.4%	Shares	Sole	2023-02-10
2022-09-30	$733,602	10,615	-8.3%	Shares	Sole	2022-11-04
2022-06-30	$924,199	11,580	-22.0%	Shares	Sole	2022-07-25
2022-03-31	$1,261,804	14,850	-11.1%	Shares	Sole	2022-05-03
2021-12-31	$1,312,737	16,710	+3.3%	Shares	Sole	2022-02-10
2021-09-30	$1,180,733	16,170	+2.0%	Shares	Sole	2021-10-28
2021-06-30	$1,166,673	15,858	0.0%	Shares	Sole	2021-07-26
2021-03-31	$1,204,573	15,858	+19.0%	Shares	Sole	2021-05-03
2020-12-31	$1,002,265	13,328	+14.7%	Shares	Sole	2021-01-26
2020-09-30	$917,008	11,618	-6.8%	Shares	Sole	2020-11-02
2020-06-30	$1,011,583	12,461	+18.3%	Shares	Sole	2020-08-14
2020-03-31	$760,666	10,537	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.