OXFORD FINANCIAL GROUP, LTD. LLC

Position in D — Dominion Energy, Inc

CIK 1245862 INDIANAPOLIS, IN

Position in D

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$230,820

+$22,487 QoQ

Shares Held

3,380

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,141

of 1,533 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $4,450,455 across 6 Utilities - Regulated Electric names. D ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	16,496	$1,447,853
2	AEP	American Electric Power Co Inc	8,833	$1,208,442
3	AEE	Ameren Corp	6,769	$765,167
4	PEG	Public Service Enterprise Group Inc	5,413	$439,319
5	DUK	Duke Energy CORP	2,835	$358,854
6	D	Dominion Energy, Inc This page	3,380	$230,820

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,820	3,380	+0.3%	Shares	Sole	2026-08-11
2026-03-31	$208,333	3,370	-7.1%	Shares	Sole	2026-05-06
2025-12-31	$212,505	3,627	+8.1%	Shares	Sole	2026-02-13
2025-09-30	$205,164	3,354	-4.0%	Shares	Sole	2025-11-13
2024-09-30	$201,976	3,495	-2.3%	Shares	Sole	2024-11-12
2023-03-31	$200,101	3,579	+6.7%	Shares	Sole	2023-05-12
2022-12-31	$205,667	3,354	0.0%	Shares	Sole	2023-02-14
2022-09-30	$231,794	3,354	-1.0%	Shares	Sole	2022-11-02
2022-06-30	$270,476	3,389	+1.0%	Shares	Sole	2022-08-11
2022-03-31	$284,989	3,354	0.0%	Shares	Sole	2022-05-13
2021-12-31	$263,490	3,354	0.0%	Shares	Sole	2022-02-10
2021-09-30	$244,909	3,354	0.0%	Shares	Sole	2021-11-12
2021-06-30	$246,753	3,354	0.0%	Shares	Sole	2021-08-03
2021-03-31	$254,769	3,354	0.0%	Shares	Sole	2021-05-10
2020-12-31	$252,220	3,354	0.0%	Shares	Sole	2021-02-10
2020-03-31	$242,125	3,354	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.