WBI INVESTMENTS, LLC

Position in D — Dominion Energy, Inc

CIK 1397424 RED BANK, NJ

Position in D

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$940,352

+$212,262 QoQ

Shares Held

13,770

+6.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#637

of 1,535 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 3% Shared 97% None 0%

Utilities · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $3,515,066 across 4 Utilities - Regulated Electric names. D ranks #2 (26.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	12,963	$965,095
2	D	Dominion Energy, Inc This page	13,770	$940,352
3	NEE	Nextera Energy Inc	9,709	$852,158
4	ES	Eversource Energy	10,481	$757,461

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$940,352	13,770	+6.9%	Shares	Defined	2026-08-11
2025-06-30	$728,090	12,882	-74.6%	Shares	Defined	2025-08-11
2025-03-31	$2,849,028	50,812	-3.4%	Shares	Defined	2025-05-22
2024-12-31	$2,834,220	52,622	-10.1%	Shares	Defined	2025-02-14
2024-09-30	$3,380,946	58,504	+0.1%	Shares	Defined	2024-11-12
2024-06-30	$2,864,148	58,452	—	Shares	Defined	2024-07-30
No filing history on record for this holder in this stock.