Point Windward Advisors Inc.

Position in D — Dominion Energy, Inc

CIK 1356202 NEW YORK, NY

Position in D

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

Position Value

$2,755,979

+$275,699 QoQ

Shares Held

40,357

+0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#382

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

Point Windward Advisors Inc. holds $9,951,397 across 5 Utilities - Regulated Electric names. D ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	42,864	$3,762,173
2	D	Dominion Energy, Inc This page	40,357	$2,755,979
3	DUK	Duke Energy CORP	12,013	$1,520,605
4	EXC	Exelon Corp	24,641	$1,148,763
5	PEG	Public Service Enterprise Group Inc	9,412	$763,877

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,755,979	40,357	+0.6%	Shares	Sole	2026-07-30
2026-03-31	$2,480,280	40,121	+0.4%	Shares	Sole	2026-04-09
2025-12-31	$2,342,135	39,975	+455.2%	Shares	Sole	2026-01-14
2025-09-30	$440,424	7,200	-6.5%	Shares	Sole	2025-10-14
2025-06-30	$435,204	7,700	0.0%	Shares	Sole	2025-07-30
2025-03-31	$431,739	7,700	0.0%	Shares	Sole	2025-04-23
2024-12-31	$414,722	7,700	-0.1%	Shares	Sole	2025-01-15
2024-09-30	$445,445	7,708	0.0%	Shares	Sole	2024-10-16
2024-06-30	$377,692	7,708	0.0%	Shares	Sole	2024-07-12
2024-03-31	$379,156	7,708	-2.5%	Shares	Sole	2024-04-12
2023-12-31	$371,676	7,908	0.0%	Shares	Sole	2024-01-10
2023-09-30	$353,250	7,908	0.0%	Shares	Sole	2023-10-11
2023-06-30	$409,555	7,908	0.0%	Shares	Sole	2023-07-11
2023-03-31	$442,136	7,908	-45.9%	Shares	Sole	2023-04-14
2022-12-31	$896,988	14,628	-23.1%	Shares	Sole	2023-01-18
2022-09-30	$1,314,333	19,018	0.0%	Shares	Sole	2022-10-12
2022-06-30	$1,517,826	19,018	-0.4%	Shares	Sole	2022-07-11
2022-03-31	$1,622,757	19,098	-1.4%	Shares	Sole	2022-04-19
2021-12-31	$1,521,314	19,365	-3.1%	Shares	Sole	2022-01-19
2021-09-30	$1,459,669	19,990	-60.8%	Shares	Sole	2021-10-14
2021-06-30	$3,751,334	50,990	-1.8%	Shares	Sole	2021-07-15
2021-03-31	$3,944,602	51,930	+0.3%	Shares	Sole	2021-04-19
2020-12-31	$3,892,352	51,760	-2.0%	Shares	Sole	2021-01-22
2020-09-30	$4,169,082	52,820	+88.4%	Shares	Sole	2020-10-19
2020-06-30	$2,276,287	28,040	-0.1%	Shares	Sole	2020-07-17
2020-03-31	$2,025,651	28,060	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.