Private Wealth Partners, LLC

Position in D — Dominion Energy, Inc

CIK 1335851 MILL VALLEY, CA

Position in D

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$481,444

+$51,795 QoQ

Shares Held

7,050

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#855

of 1,537 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Private Wealth Partners, LLC holds $5,443,617 across 5 Utilities - Regulated Electric names. D ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,343	$1,873,275
2	DUK	Duke Energy CORP	14,013	$1,773,765
3	ETR	Entergy Corp /De/	9,700	$1,114,142
4	D	Dominion Energy, Inc This page	7,050	$481,444
5	SO	Southern Co	2,100	$200,991

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$481,444	7,050	+1.4%	Shares	Sole	2026-08-03
2026-03-31	$429,649	6,950	-3.5%	Shares	Sole	2026-04-28
2025-12-31	$421,848	7,200	+2.2%	Shares	Sole	2026-01-27
2025-09-30	$430,942	7,045	0.0%	Shares	Sole	2025-11-04
2025-06-30	$398,183	7,045	0.0%	Shares	Sole	2025-08-01
2025-03-31	$395,013	7,045	+1.4%	Shares	Sole	2025-04-22
2024-12-31	$374,057	6,945	-3.5%	Shares	Sole	2025-02-03
2024-09-30	$415,799	7,195	-0.1%	Shares	Sole	2024-10-29
2024-06-30	$352,800	7,200	0.0%	Shares	Sole	2024-08-08
2024-03-31	$354,168	7,200	-21.7%	Shares	Sole	2024-05-09
2023-12-31	$432,400	9,200	0.0%	Shares	Sole	2024-02-02
2023-09-30	$410,964	9,200	+5.7%	Shares	Sole	2023-11-07
2023-06-30	$450,573	8,700	+0.7%	Shares	Sole	2023-08-03
2023-03-31	$483,062	8,640	+3.7%	Shares	Sole	2023-05-04
2020-12-31	$626,416	8,330	+6.4%	Shares	Sole	2021-02-03
2020-09-30	$618,021	7,830	0.0%	Shares	Sole	2020-10-29
2020-06-30	$635,639	7,830	0.0%	Shares	Sole	2020-07-31
2020-03-31	$565,247	7,830	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.