FULTON BREAKEFIELD BROENNIMAN LLC

Position in D — Dominion Energy, Inc

CIK 1119254 Bethesda, MD

Position in D

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$353,810

-$32,750 QoQ

Shares Held

5,181

-17.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#964

of 1,537 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FULTON BREAKEFIELD BROENNIMAN LLC holds $15,981,022 across 5 Utilities - Regulated Electric names. D ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	161,033	$14,133,866
2	AEP	American Electric Power Co Inc	4,320	$591,019
3	DUK	Duke Energy CORP	3,884	$491,636
4	SO	Southern Co	4,291	$410,691
5	D	Dominion Energy, Inc This page	5,181	$353,810

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,810	5,181	-17.1%	Shares	Sole	2026-08-03
2026-03-31	$386,560	6,253	+56.8%	Shares	Sole	2026-04-27
2025-12-31	$233,598	3,987	0.0%	Shares	Sole	2026-01-21
2025-09-30	$243,884	3,987	-7.2%	Shares	Sole	2025-10-16
2024-12-31	$231,436	4,297	0.0%	Shares	Sole	2025-01-23
2024-09-30	$248,323	4,297	-12.5%	Shares	Sole	2024-10-16
2024-06-30	$240,639	4,911	-2.3%	Shares	Sole	2024-08-07
2024-03-31	$247,278	5,027	-3.8%	Shares	Sole	2024-04-29
2023-12-31	$245,669	5,227	-10.9%	Shares	Sole	2024-02-02
2023-09-30	$261,944	5,864	-14.0%	Shares	Sole	2023-10-20
2023-06-30	$353,104	6,818	-5.7%	Shares	Sole	2023-07-19
2023-03-31	$404,229	7,230	-9.9%	Shares	Sole	2023-04-25
2022-12-31	$492,031	8,024	+12.0%	Shares	Sole	2023-02-15
2022-09-30	$495,311	7,167	-2.1%	Shares	Sole	2022-10-17
2022-06-30	$584,368	7,322	+0.1%	Shares	Sole	2022-07-28
2022-03-31	$621,810	7,318	-6.7%	Shares	Sole	2022-04-27
2021-12-31	$615,988	7,841	+10.0%	Shares	Sole	2022-02-07
2021-09-30	$520,413	7,127	-7.8%	Shares	Sole	2021-10-25
2021-06-30	$568,475	7,727	0.0%	Shares	Sole	2021-07-27
2021-03-31	$586,942	7,727	+27.6%	Shares	Sole	2021-04-09
2020-12-31	$455,260	6,054	-25.3%	Shares	Sole	2021-01-14
2020-09-30	$639,490	8,102	-8.0%	Shares	Sole	2020-10-20
2020-06-30	$715,195	8,810	+0.5%	Shares	Sole	2020-07-10
2020-03-31	$632,600	8,763	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.