Valmark Advisers, Inc.

Position in D — Dominion Energy, Inc

CIK 1380443 AKRON, OH

Position in D

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,549,773

+$141,019 QoQ

Shares Held

22,694

-0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#504

of 1,535 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Valmark Advisers, Inc. holds $10,882,960 across 10 Utilities - Regulated Electric names. D ranks #2 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	36,179	$3,175,430
2	D	Dominion Energy, Inc This page	22,694	$1,549,773
3	SO	Southern Co	14,645	$1,401,672
4	DUK	Duke Energy CORP	10,535	$1,333,520
5	WEC	Wec Energy Group, Inc.	10,868	$1,269,056
6	AEP	American Electric Power Co Inc	4,414	$603,879
7	ES	Eversource Energy	8,291	$599,190
8	MGEE	Mge Energy Inc	4,546	$370,680

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,549,773	22,694	-0.4%	Shares	Sole	2026-08-06
2026-03-31	$1,408,754	22,788	+0.7%	Shares	Sole	2026-05-01
2025-12-31	$1,326,360	22,638	+1.0%	Shares	Sole	2026-01-26
2025-09-30	$1,370,452	22,404	-0.1%	Shares	Sole	2025-10-24
2025-06-30	$1,268,139	22,437	-1.1%	Shares	Sole	2025-07-23
2025-03-31	$1,272,340	22,692	-2.1%	Shares	Sole	2025-04-23
2024-12-31	$1,248,205	23,175	+145.2%	Shares	Sole	2025-01-30
2024-09-30	$546,173	9,451	+7.3%	Shares	Sole	2024-10-25
2024-06-30	$431,788	8,812	-0.9%	Shares	Sole	2024-08-01
2024-03-31	$437,446	8,893	-6.6%	Shares	Sole	2024-05-06
2023-12-31	$447,299	9,517	+42.6%	Shares	Sole	2024-02-02
2023-09-30	$298,127	6,674	+3.9%	Shares	Sole	2023-11-08
2023-06-30	$332,698	6,424	-2.1%	Shares	Sole	2023-08-03
2023-03-31	$366,769	6,560	+1.5%	Shares	Sole	2023-05-02
2022-12-31	$396,433	6,465	+110.5%	Shares	Sole	2023-02-07
2021-06-30	$225,933	3,071	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.