SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in D — Dominion Energy, Inc
CIK 1079935
LOS ANGELES, CA
Position in D
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$884,013
+$177,968 QoQ
Shares Held
12,945
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#654
of 1,535 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $4,214,399 across 8 Utilities - Regulated Electric names. D ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,537 | $1,188,141 | |
| 2 | D |
Dominion Energy, Inc
This page
|
12,945 | $884,013 | |
| 3 | PPL |
PPL Corp
|
14,363 | $522,094 | |
| 4 | DUK |
Duke Energy CORP
|
3,868 | $489,611 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,648 | $362,272 | |
| 6 | SO |
Southern Co
|
2,959 | $283,205 | |
| 7 | EXC |
Exelon Corp
|
5,680 | $264,800 | |
| 8 | ED |
Consolidated Edison Inc
|
1,991 | $220,263 |
All Filings in D
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,013 | 12,945 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $706,045 | 11,421 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $542,601 | 9,261 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $484,282 | 7,917 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $432,886 | 7,659 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $407,740 | 7,272 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $429,641 | 7,977 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $422,560 | 7,312 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $327,369 | 6,681 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $334,737 | 6,805 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $250,839 | 5,337 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $245,327 | 5,492 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $327,468 | 6,323 | Shares | Defined | 2023-07-20 | |
| 2023-03-31 | $348,598 | 6,235 | Shares | Defined | 2023-05-03 | |
| 2022-12-31 | $363,382 | 5,926 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $332,695 | 4,814 | Shares | Defined | 2022-10-20 | |
| 2022-06-30 | $394,580 | 4,944 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $265,531 | 3,125 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $305,912 | 3,894 | Shares | Defined | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||