BAR HARBOR WEALTH MANAGEMENT

Position in D — Dominion Energy, Inc

CIK 1035463 CONCORD, NH

Back to D Full portfolio

Position in D

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,131,271

+$390,605 QoQ

Shares Held

60,496

-0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#330

of 1,533 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in D Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

BAR HARBOR WEALTH MANAGEMENT holds $10,260,418 across 9 Utilities - Regulated Electric names. D ranks #1 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	60,496	$4,131,271
2	NEE	Nextera Energy Inc	36,472	$3,201,147
3	DUK	Duke Energy CORP	5,628	$712,392
4	SO	Southern Co	5,706	$546,121
5	ES	Eversource Energy	6,780	$489,990
6	XEL	Xcel Energy Inc	5,389	$432,736
7	ED	Consolidated Edison Inc	2,514	$278,123
8	DTE	Dte Energy Co	1,756	$267,561

All Filings in D

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,131,271	60,496	-0.0%	Shares	Defined	2026-07-15
2026-03-31	$3,740,666	60,509	+0.8%	Shares	Defined	2026-04-17
2025-12-31	$3,515,868	60,008	+3.8%	Shares	Defined	2026-01-22
2025-09-30	$3,534,769	57,786	+8.7%	Shares	Defined	2025-10-15
2025-06-30	$3,004,885	53,165	+22.0%	Shares	Defined	2025-07-23
2025-03-31	$2,443,025	43,571	+238.9%	Shares	Defined	2025-04-16
2024-12-31	$692,370	12,855	-3.0%	Shares	Defined	2025-01-13
2024-09-30	$766,179	13,258	-1.8%	Shares	Defined	2024-10-16
2024-06-30	$661,353	13,497	-11.1%	Shares	Defined	2024-07-17
2024-03-31	$746,556	15,177	-17.6%	Shares	Defined	2024-04-24
2023-12-31	$865,270	18,410	-67.1%	Shares	Defined	2024-01-17
2023-09-30	$2,500,224	55,971	-0.6%	Shares	Defined	2023-11-28
2023-06-30	$2,916,191	56,308	+14.6%	Shares	Defined	2023-08-09
2023-03-31	$2,745,963	49,114	+13.8%	Shares	Defined	2023-04-24
2022-12-31	$2,645,590	43,144	+10.6%	Shares	Defined	2023-06-09
2022-09-30	$2,695,635	39,005	+8.9%	Shares	Defined	2022-10-24
2022-06-30	$2,857,676	35,806	+51.4%	Shares	Defined	2022-08-12
2022-03-31	$2,009,710	23,652	+154.5%	Shares	Defined	2022-04-14
2021-12-31	$730,136	9,294	-6.7%	Shares	Defined	2022-01-28
2021-09-30	$727,206	9,959	-12.9%	Shares	Defined	2021-11-15
2021-06-30	$841,640	11,440	-2.4%	Shares	Defined	2021-08-11
2021-03-31	$890,099	11,718	-2.0%	Shares	Defined	2021-05-06
2020-12-31	$899,091	11,956	-6.0%	Shares	Defined	2021-02-09
2020-09-30	$1,003,516	12,714	-6.2%	Shares	Defined	2020-11-02
2020-06-30	$1,100,638	13,558	-10.9%	Shares	Defined	2020-08-04
2020-03-31	$1,098,298	15,214	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.