PATTEN & PATTEN INC/TN

Position in D — Dominion Energy, Inc

CIK 1044905 CHATTANOOGA, TN

Position in D

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,810,065

+$297,206 QoQ

Shares Held

41,149

+1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#380

of 1,537 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PATTEN & PATTEN INC/TN holds $24,861,031 across 5 Utilities - Regulated Electric names. D ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	138,243	$12,133,588
2	DUK	Duke Energy CORP	59,258	$7,500,877
3	D	Dominion Energy, Inc This page	41,149	$2,810,065
4	SO	Southern Co	22,801	$2,182,283
5	EXC	Exelon Corp	5,024	$234,218

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,810,065	41,149	+1.2%	Shares	Sole	2026-08-05
2026-03-31	$2,512,859	40,648	+9.4%	Shares	Sole	2026-05-01
2025-12-31	$2,177,028	37,157	+11.2%	Shares	Sole	2026-02-03
2025-09-30	$2,043,750	33,411	+8.9%	Shares	Sole	2025-10-31
2025-06-30	$1,734,090	30,681	+16.0%	Shares	Sole	2025-07-28
2025-03-31	$1,483,612	26,460	+22.8%	Shares	Sole	2025-05-07
2024-12-31	$1,160,952	21,555	+23.4%	Shares	Sole	2025-02-10
2024-09-30	$1,009,186	17,463	+7.4%	Shares	Sole	2024-11-04
2024-06-30	$796,642	16,258	+35.2%	Shares	Sole	2024-08-13
2024-03-31	$591,362	12,022	+14.3%	Shares	Sole	2024-05-10
2023-12-31	$494,487	10,521	-4.1%	Shares	Sole	2024-01-23
2023-09-30	$490,074	10,971	-10.3%	Shares	Sole	2023-10-27
2023-06-30	$633,754	12,237	-9.8%	Shares	Sole	2023-07-14
2023-03-31	$758,530	13,567	-1.5%	Shares	Sole	2023-04-25
2022-12-31	$844,192	13,767	-5.2%	Shares	Sole	2023-02-01
2022-09-30	$1,003,891	14,526	-0.7%	Shares	Sole	2022-10-19
2022-06-30	$1,167,301	14,626	+0.3%	Shares	Sole	2022-08-02
2022-03-31	$1,239,372	14,586	-2.9%	Shares	Sole	2022-04-25
2021-12-31	$1,180,442	15,026	-2.3%	Shares	Sole	2022-01-26
2021-09-30	$1,122,974	15,379	0.0%	Shares	Sole	2021-10-22
2021-06-30	$1,131,433	15,379	-13.5%	Shares	Sole	2021-07-13
2021-03-31	$1,350,113	17,774	+0.4%	Shares	Sole	2021-04-23
2020-12-31	$1,331,340	17,704	-1.9%	Shares	Sole	2021-01-19
2020-09-30	$1,425,002	18,054	+3.3%	Shares	Sole	2020-10-08
2020-06-30	$1,418,945	17,479	+1.1%	Shares	Sole	2020-07-21
2020-03-31	$1,247,948	17,287	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.