BURKE & HERBERT BANK & TRUST CO

Bank

Position in D — Dominion Energy, Inc

CIK 1101250 ALEXANDRIA, VA

Position in D

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

Position Value

$1,170,216

+$110,870 QoQ

Shares Held

17,136

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#575

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

BURKE & HERBERT BANK & TRUST CO holds $7,387,292 across 5 Utilities - Regulated Electric names. D ranks #5 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	13,997	$1,771,740
2	NEE	Nextera Energy Inc	19,391	$1,701,947
3	AEP	American Electric Power Co Inc	10,923	$1,494,374
4	SO	Southern Co	13,050	$1,249,015
5	D	Dominion Energy, Inc This page	17,136	$1,170,216

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,170,216	17,136	0.0%	Shares	Sole	2026-08-07
2026-03-31	$1,059,346	17,136	-4.7%	Shares	Sole	2026-05-08
2025-12-31	$1,053,975	17,989	-7.2%	Shares	Sole	2026-02-12
2025-09-30	$1,185,350	19,378	-3.3%	Shares	Sole	2025-11-07
2025-06-30	$1,132,037	20,029	-1.2%	Shares	Sole	2025-07-31
2025-03-31	$1,136,817	20,275	-0.5%	Shares	Sole	2025-04-29
2024-12-31	$1,097,396	20,375	-5.1%	Shares	Sole	2025-01-31
2024-09-30	$1,241,385	21,481	-3.3%	Shares	Sole	2024-10-23
2024-06-30	$1,088,486	22,214	+35.3%	Shares	Sole	2024-07-16
2024-03-31	$807,650	16,419	-0.2%	Shares	Sole	2024-04-15
2023-12-31	$773,573	16,459	-0.9%	Shares	Sole	2024-01-10
2023-09-30	$742,191	16,615	-12.3%	Shares	Sole	2023-10-16
2023-06-30	$981,264	18,947	-5.5%	Shares	Sole	2023-07-12
2023-03-31	$1,120,715	20,045	-2.7%	Shares	Sole	2023-04-13
2022-12-31	$1,263,191	20,600	-3.9%	Shares	Sole	2023-01-11
2022-09-30	$1,481,302	21,434	-0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,711,126	21,440	+0.9%	Shares	Sole	2022-07-08
2022-03-31	$1,806,122	21,256	+7.5%	Shares	Sole	2022-04-20
2021-12-31	$1,552,658	19,764	+0.6%	Shares	Sole	2022-01-13
2021-09-30	$1,435,207	19,655	+16.5%	Shares	Sole	2021-10-08
2021-06-30	$1,240,757	16,865	+0.3%	Shares	Sole	2021-07-14
2021-03-31	$1,277,267	16,815	-0.1%	Shares	Sole	2021-04-12
2020-12-31	$1,266,292	16,839	-1.4%	Shares	Sole	2021-01-11
2020-09-30	$1,347,492	17,072	-1.4%	Shares	Sole	2020-10-06
2020-06-30	$1,405,062	17,308	+3.0%	Shares	Sole	2020-07-15
2020-03-31	$1,213,369	16,808	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.