SHEETS SMITH WEALTH MANAGEMENT

Position in D — Dominion Energy, Inc

CIK 1157436 WINSTON-SALEM, NC

Position in D

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$419,915

+$39,722 QoQ

Shares Held

6,149

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#901

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

SHEETS SMITH WEALTH MANAGEMENT holds $5,795,061 across 4 Utilities - Regulated Electric names. D ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	27,917	$3,533,733
2	SO	Southern Co	12,049	$1,153,209
3	NEE	Nextera Energy Inc	7,841	$688,204
4	D	Dominion Energy, Inc This page	6,149	$419,915

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,915	6,149	-0.0%	Shares	Sole	2026-07-13
2026-03-31	$380,193	6,150	+10.9%	Shares	Sole	2026-04-16
2025-12-31	$324,822	5,544	+11.9%	Shares	Sole	2026-01-20
2025-09-30	$302,975	4,953	-2.4%	Shares	Sole	2025-10-16
2025-06-30	$286,895	5,076	-12.2%	Shares	Sole	2025-07-15
2025-03-31	$324,308	5,784	-2.9%	Shares	Sole	2025-04-23
2024-12-31	$320,682	5,954	-4.2%	Shares	Sole	2025-01-17
2024-09-30	$359,107	6,214	-13.1%	Shares	Sole	2024-11-01
2024-06-30	$350,399	7,151	+1.7%	Shares	Sole	2024-07-30
2024-03-31	$345,953	7,033	+0.3%	Shares	Sole	2024-05-08
2023-12-31	$329,658	7,014	-5.4%	Shares	Sole	2024-02-06
2023-09-30	$331,049	7,411	+0.9%	Shares	Sole	2023-10-23
2023-06-30	$380,293	7,343	-16.5%	Shares	Sole	2023-08-09
2023-03-31	$491,896	8,798	-24.0%	Shares	Sole	2023-05-26
2022-12-31	$710,269	11,583	-16.9%	Shares	Sole	2023-03-08
2022-09-30	$963,047	13,935	-2.1%	Shares	Sole	2022-11-01
2022-06-30	$1,136,175	14,236	-2.5%	Shares	Sole	2022-07-27
2022-03-31	$1,241,156	14,607	-3.7%	Shares	Sole	2022-05-02
2021-12-31	$1,191,676	15,169	+11.0%	Shares	Sole	2022-01-20
2021-09-30	$997,964	13,667	-2.4%	Shares	Sole	2021-10-15
2021-06-30	$1,030,347	14,005	-8.1%	Shares	Sole	2021-08-03
2021-03-31	$1,157,022	15,232	+2.4%	Shares	Sole	2021-04-23
2020-12-31	$1,118,600	14,875	-0.7%	Shares	Sole	2021-01-13
2020-09-30	$1,181,818	14,973	-0.7%	Shares	Sole	2020-10-26
2020-06-30	$1,223,788	15,075	+7.0%	Shares	Sole	2020-07-17
2020-03-31	$1,017,157	14,090	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.