HEADINVEST, LLC

Position in D — Dominion Energy, Inc

CIK 1372130 Portland, ME

Position in D

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$317,685

+$14,582 QoQ

Shares Held

4,652

-5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,006

of 1,537 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HEADINVEST, LLC holds $2,545,698 across 4 Utilities - Regulated Electric names. D ranks #3 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	15,587	$1,368,070
2	DUK	Duke Energy CORP	4,939	$625,178
3	D	Dominion Energy, Inc This page	4,652	$317,685
4	AEP	American Electric Power Co Inc	1,716	$234,765

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,685	4,652	-5.1%	Shares	Sole	2026-08-14
2026-03-31	$303,103	4,903	-5.8%	Shares	Sole	2026-05-15
2025-12-31	$304,843	5,203	-5.1%	Shares	Sole	2026-02-02
2025-09-30	$335,333	5,482	-15.4%	Shares	Sole	2025-11-14
2025-06-30	$366,080	6,477	-20.5%	Shares	Sole	2025-08-14
2025-03-31	$456,802	8,147	-3.1%	Shares	Sole	2025-05-15
2024-12-31	$452,801	8,407	-5.8%	Shares	Sole	2025-02-18
2024-09-30	$515,717	8,924	+0.6%	Shares	Sole	2024-11-15
2024-06-30	$434,581	8,869	+0.5%	Shares	Sole	2024-08-14
2024-03-31	$434,298	8,829	-1.6%	Shares	Sole	2024-08-14
2023-12-31	$421,778	8,974	-19.2%	Shares	Sole	2024-02-12
2023-09-30	$496,015	11,104	-7.9%	Shares	Sole	2023-12-11
2023-06-30	$624,276	12,054	+17.3%	Shares	Sole	2023-08-23
2023-03-31	$574,531	10,276	+12.0%	Shares	Sole	2023-05-17
2022-12-31	$562,365	9,171	-1.1%	Shares	Sole	2023-02-13
2022-09-30	$641,064	9,276	-2.1%	Shares	Sole	2022-12-28
2022-06-30	$756,279	9,476	+3.3%	Shares	Sole	2022-08-12
2022-03-31	$779,684	9,176	-1.8%	Shares	Sole	2022-05-13
2021-12-31	$733,828	9,341	0.0%	Shares	Sole	2022-02-11
2021-09-30	$682,079	9,341	+10.8%	Shares	Sole	2021-11-16
2021-06-30	$620,121	8,429	+0.1%	Shares	Sole	2021-08-30
2021-03-31	$639,583	8,420	+55.2%	Shares	Sole	2021-05-13
2020-12-31	$407,960	5,425	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.