Bragg Financial Advisors, Inc

Position in D — Dominion Energy, Inc

CIK 1327055 CHARLOTTE, NC

Position in D

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$678,187

+$126,444 QoQ

Shares Held

9,931

+11.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#740

of 1,537 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $30,256,008 across 5 Utilities - Regulated Electric names. D ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	148,316	$14,195,324
2	NEE	Nextera Energy Inc	103,969	$9,125,359
3	DUK	Duke Energy CORP	35,710	$4,520,171
4	EXC	Exelon Corp	37,258	$1,736,967
5	D	Dominion Energy, Inc This page	9,931	$678,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$678,187	9,931	+11.3%	Shares	Sole	2026-08-12
2026-03-31	$551,743	8,925	-8.5%	Shares	Sole	2026-05-15
2025-12-31	$571,604	9,756	-13.3%	Shares	Sole	2026-02-13
2025-09-30	$688,223	11,251	-23.4%	Shares	Sole	2025-11-13
2025-06-30	$830,391	14,692	-26.1%	Shares	Sole	2025-08-14
2025-03-31	$1,114,223	19,872	-19.2%	Shares	Sole	2025-05-14
2024-12-31	$1,325,386	24,608	-5.5%	Shares	Sole	2025-02-13
2024-09-30	$1,504,967	26,042	-26.4%	Shares	Sole	2024-11-14
2024-06-30	$1,733,865	35,385	-57.4%	Shares	Sole	2024-08-15
2024-03-31	$4,085,918	83,064	-12.4%	Shares	Sole	2024-05-14
2023-12-31	$4,454,989	94,787	-11.2%	Shares	Sole	2024-02-14
2023-09-30	$4,766,423	106,703	-1.7%	Shares	Sole	2023-11-14
2023-06-30	$5,619,732	108,510	-2.6%	Shares	Sole	2023-08-15
2023-03-31	$6,228,821	111,408	+2.4%	Shares	Sole	2023-05-15
2022-12-31	$6,671,554	108,799	-3.0%	Shares	Sole	2023-02-15
2022-09-30	$7,755,109	112,214	+1.9%	Shares	Sole	2022-11-14
2022-06-30	$8,792,827	110,172	+1.3%	Shares	Sole	2022-08-15
2022-03-31	$9,243,886	108,790	+7.7%	Shares	Sole	2022-05-11
2021-12-31	$7,932,046	100,968	0.0%	Shares	Sole	2022-02-14
2021-09-30	$7,372,683	100,968	+3.3%	Shares	Sole	2021-11-15
2021-06-30	$7,190,731	97,740	+4.3%	Shares	Sole	2021-08-16
2021-03-31	$7,120,946	93,746	+4.5%	Shares	Sole	2021-05-14
2020-12-31	$6,743,635	89,676	+8.6%	Shares	Sole	2021-02-11
2020-09-30	$6,515,040	82,542	+6.7%	Shares	Sole	2020-11-13
2020-06-30	$6,282,844	77,394	+11.8%	Shares	Sole	2020-08-14
2020-03-31	$4,996,414	69,212	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.