CANANDAIGUA NATIONAL BANK & TRUST CO

Bank

Position in D — Dominion Energy, Inc

CIK 1074266 CANANDAIGUA, NY

Position in D

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,366,551

+$62,280 QoQ

Shares Held

20,011

-10.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#532

of 1,533 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CANANDAIGUA NATIONAL BANK & TRUST CO holds $15,444,278 across 7 Utilities - Regulated Electric names. D ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	78,190	$6,862,736
2	SO	Southern Co	37,115	$3,552,276
3	DUK	Duke Energy CORP	16,828	$2,130,088
4	D	Dominion Energy, Inc This page	20,011	$1,366,551
5	ETR	Entergy Corp /De/	7,579	$870,523
6	ED	Consolidated Edison Inc	3,003	$332,221
7	EXC	Exelon Corp	7,076	$329,883

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,366,551	20,011	-10.1%	Shares	Sole	2026-07-07
2025-12-31	$1,304,271	22,261	-8.2%	Shares	Sole	2026-01-30
2025-09-30	$1,483,556	24,253	-0.6%	Shares	Sole	2025-10-07
2025-06-30	$1,379,031	24,399	-2.1%	Shares	Sole	2025-07-08
2025-03-31	$1,397,712	24,928	-13.3%	Shares	Sole	2025-04-25
2024-12-31	$1,549,390	28,767	+5.1%	Shares	Sole	2025-01-06
2024-09-30	$1,582,347	27,381	+17.8%	Shares	Sole	2024-10-03
2024-06-30	$1,139,250	23,250	-11.2%	Shares	Sole	2024-07-11
2024-03-31	$1,287,302	26,170	-4.8%	Shares	Sole	2024-04-01
2023-12-31	$1,292,547	27,501	-7.7%	Shares	Sole	2024-01-04
2023-09-30	$1,330,719	29,790	-7.8%	Shares	Sole	2023-10-10
2023-06-30	$1,672,868	32,301	+20.0%	Shares	Sole	2023-07-03
2023-03-31	$1,505,432	26,926	+65.3%	Shares	Sole	2023-04-11
2020-03-31	$1,175,614	16,285	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.