Marquette Asset Management, LLC

Position in D — Dominion Energy, Inc

CIK 1395067 MINNEAPOLIS, MN

Position in D

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$9,697

-$1,616 QoQ

Shares Held

142

-22.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,451

of 1,536 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Marquette Asset Management, LLC holds $305,683 across 15 Utilities - Regulated Electric names. D ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	1,829	$146,868
2	CNP	Centerpoint Energy Inc	670	$29,506
3	NEE	Nextera Energy Inc	323	$28,349
4	SO	Southern Co	283	$27,085
5	DUK	Duke Energy CORP	162	$20,505
6	ETR	Entergy Corp /De/	89	$10,222
7	PEG	Public Service Enterprise Group Inc	121	$9,820
8	D	Dominion Energy, Inc This page	142	$9,697

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,697	142	-22.4%	Shares	Sole	2026-07-09
2026-03-31	$11,313	183	+63.4%	Shares	Sole	2026-04-24
2025-12-31	$6,562	112	+23.1%	Shares	Sole	2026-01-16
2025-09-30	$5,566	91	-9.0%	Shares	Sole	2025-10-24
2022-03-31	$8,497	100	0.0%	Shares	Sole	2022-04-26
2021-12-31	$7,856	100	0.0%	Shares	Sole	2022-01-19
2021-09-30	$7,302	100	0.0%	Shares	Sole	2021-10-29
2021-06-30	$7,357	100	0.0%	Shares	Sole	2021-07-19
2021-03-31	$7,596	100	0.0%	Shares	Sole	2021-04-23
2020-12-31	$7,520	100	0.0%	Shares	Sole	2021-01-15
2020-09-30	$7,893	100	0.0%	Shares	Sole	2020-10-27
2020-06-30	$8,118	100	0.0%	Shares	Sole	2020-07-21
2020-03-31	$7,219	100	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.