STEEL GROVE CAPITAL ADVISORS, LLC

Position in D — Dominion Energy, Inc

CIK 1166308 MEMPHIS, TN

Position in D

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,903,652

+$198,719 QoQ

Shares Held

27,876

+1.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#462

of 1,537 holders

Holding Since

Mar 2026

2 quarters on record

Utilities · as of Jun 30, 2026

STEEL GROVE CAPITAL ADVISORS, LLC holds $6,673,180 across 5 Utilities - Regulated Electric names. D ranks #3 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	24,660	$2,131,363
2	ES	Eversource Energy	26,692	$1,929,030
3	D	Dominion Energy, Inc This page	27,876	$1,903,652
4	DUK	Duke Energy CORP	3,300	$417,714
5	EXC	Exelon Corp	6,251	$291,421

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,903,652	27,876	+1.1%	Shares	Sole	2026-07-28
2026-03-31	$1,704,933	27,579	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.