Aull & Monroe Investment Management Corp

Position in D — Dominion Energy, Inc

CIK 1387615 MOBILE, AL

Position in D

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$311,948

+$79,011 QoQ

Shares Held

4,568

+21.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,011

of 1,537 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Aull & Monroe Investment Management Corp holds $18,590,483 across 6 Utilities - Regulated Electric names. D ranks #6 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	78,384	$7,502,132
2	DUK	Duke Energy CORP	40,184	$5,086,490
3	NEE	Nextera Energy Inc	51,464	$4,516,995
4	AEP	American Electric Power Co Inc	5,684	$777,628
5	EXC	Exelon Corp	8,479	$395,290
6	D	Dominion Energy, Inc This page	4,568	$311,948

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,948	4,568	+21.2%	Shares	Sole	2026-07-20
2026-03-31	$232,937	3,768	+8.7%	Shares	Sole	2026-04-21
2025-12-31	$203,190	3,468	0.0%	Shares	Sole	2026-01-09
2025-09-30	$212,137	3,468	0.0%	Shares	Sole	2025-11-13
2024-09-30	$200,415	3,468	-27.1%	Shares	Sole	2024-11-01
2023-12-31	$223,673	4,759	-7.5%	Shares	Sole	2024-01-26
2023-09-30	$229,737	5,143	0.0%	Shares	Sole	2023-11-13
2023-06-30	$266,355	5,143	0.0%	Shares	Sole	2023-07-24
2023-03-31	$287,545	5,143	0.0%	Shares	Sole	2023-05-12
2022-12-31	$315,368	5,143	-8.0%	Shares	Sole	2023-02-08
2022-09-30	$386,324	5,590	0.0%	Shares	Sole	2022-11-10
2022-06-30	$446,137	5,590	0.0%	Shares	Sole	2022-08-08
2022-03-31	$474,982	5,590	0.0%	Shares	Sole	2022-05-02
2021-12-31	$439,150	5,590	-3.9%	Shares	Sole	2022-02-02
2021-09-30	$424,903	5,819	-0.5%	Shares	Sole	2021-10-26
2021-06-30	$430,310	5,849	0.0%	Shares	Sole	2021-07-28
2021-03-31	$444,290	5,849	+5.5%	Shares	Sole	2021-04-19
2020-12-31	$416,758	5,542	-8.6%	Shares	Sole	2021-02-02
2020-09-30	$478,710	6,065	0.0%	Shares	Sole	2020-11-02
2020-06-30	$492,356	6,065	0.0%	Shares	Sole	2020-07-28
2020-03-31	$437,832	6,065	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.