MOTCO

Position in D — Dominion Energy, Inc

CIK 1306333 SAN ANTONIO, TX

Position in D

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$225,288

+$22,519 QoQ

Shares Held

3,299

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,153

of 1,533 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MOTCO holds $26,691,258 across 24 Utilities - Regulated Electric names. D ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	121,194	$10,637,197
2	AEP	American Electric Power Co Inc	43,232	$5,914,569
3	WEC	Wec Energy Group, Inc.	43,135	$5,036,873
4	PEG	Public Service Enterprise Group Inc	46,511	$3,774,832
5	SO	Southern Co	5,542	$530,424
6	D	Dominion Energy, Inc This page	3,299	$225,288
7	XEL	Xcel Energy Inc	2,278	$182,923
8	ETR	Entergy Corp /De/	1,070	$122,900

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,288	3,299	+0.6%	Shares	Sole	2026-07-31
2026-03-31	$202,769	3,280	-1.1%	Shares	Sole	2026-04-22
2025-12-31	$194,284	3,316	0.0%	Shares	Sole	2026-02-06
2025-09-30	$202,839	3,316	+21.2%	Shares	Sole	2025-10-22
2025-06-30	$154,581	2,735	+1.9%	Shares	Sole	2025-08-01
2025-03-31	$150,547	2,685	-6.4%	Shares	Sole	2025-05-07
2024-12-31	$154,524	2,869	-0.4%	Shares	Sole	2025-02-05
2024-09-30	$166,492	2,881	+10.9%	Shares	Sole	2024-11-05
2024-06-30	$127,351	2,599	0.0%	Shares	Sole	2024-08-07
2024-03-31	$127,844	2,599	0.0%	Shares	Sole	2024-05-09
2023-12-31	$122,153	2,599	0.0%	Shares	Sole	2024-02-09
2023-09-30	$116,097	2,599	-16.2%	Shares	Sole	2023-11-07
2023-06-30	$160,652	3,102	-96.1%	Shares	Sole	2023-08-04
2023-03-31	$4,404,924	78,786	+6.6%	Shares	Sole	2023-05-09
2022-12-31	$4,531,240	73,895	-2.7%	Shares	Sole	2023-02-10
2022-09-30	$5,246,969	75,922	-6.7%	Shares	Sole	2022-11-03
2022-06-30	$6,491,266	81,334	-1.1%	Shares	Sole	2022-08-05
2022-03-31	$6,988,271	82,244	-1.5%	Shares	Sole	2022-05-06
2021-12-31	$6,559,288	83,494	+2.1%	Shares	Sole	2022-02-08
2021-09-30	$5,970,552	81,766	+25.8%	Shares	Sole	2021-10-29
2021-06-30	$4,783,152	65,015	+2277.1%	Shares	Sole	2021-08-04
2021-03-31	$207,750	2,735	-14.0%	Shares	Sole	2021-04-16
2020-12-31	$239,286	3,182	-35.8%	Shares	Sole	2021-02-05
2020-09-30	$390,940	4,953	-95.7%	Shares	Sole	2020-11-10
2020-06-30	$9,410,872	115,926	-0.2%	Shares	Sole	2020-07-15
2020-03-31	$8,388,477	116,200	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.