GWN SECURITIES INC.
Broker-DealerPosition in D — Dominion Energy, Inc
CIK 1265905
Palm Beach Gardens, FL
Position in D
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$767,716
+$47,081 QoQ
Shares Held
11,242
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#697
of 1,537 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GWN SECURITIES INC. holds $14,711,356 across 7 Utilities - Regulated Electric names. D ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
32,786 | $4,150,051 | |
| 2 | SO |
Southern Co
|
42,874 | $4,103,470 | |
| 3 | LNT |
Alliant Energy Corp
|
48,497 | $3,699,836 | |
| 4 | NEE |
Nextera Energy Inc
|
14,487 | $1,271,523 | |
| 5 | D |
Dominion Energy, Inc
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|
11,242 | $767,716 | |
| 6 | ETR |
Entergy Corp /De/
|
4,439 | $509,863 | |
| 7 | OGE |
Oge Energy Corp.
|
4,293 | $208,897 |
All Filings in D
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,716 | 11,242 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $720,635 | 11,657 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $619,296 | 10,570 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $488,136 | 7,980 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $265,700 | 4,701 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $352,792 | 6,292 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||