LPL Financial LLC

Position in D — Dominion Energy, Inc

CIK 1403438 FORT MILL, SC

Position in D

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$81,104,625

+$9,916,311 QoQ

Shares Held

1,311,948

+8.0% QoQ

Ownership

0.149%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 7.9065633698896605.ToString("F0")% Shared 0.ToString("F0")% None 92.09343663011033.ToString("F0")%

Utilities · as of Mar 31, 2026

LPL Financial LLC holds $2,352,045,334 across 38 Utilities - Regulated Electric names. D ranks #9 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,083,216	$379,249,102
2	DUK	Duke Energy CORP	2,481,110	$324,876,543
3	SO	Southern Co	3,070,673	$296,381,357
4	AEP	American Electric Power Co Inc	1,088,754	$142,713,874
5	WEC	Wec Energy Group, Inc.	1,198,459	$138,745,598
6	XEL	Xcel Energy Inc	1,666,224	$132,364,834
7	ED	Consolidated Edison Inc	849,865	$96,187,720
8	PEG	Public Service Enterprise Group Inc	1,176,951	$95,274,183

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$81,104,625	1,311,948	+8.0%	Shares	Sole	2026-05-06
2025-12-31	$71,188,314	1,215,025	+2.9%	Shares	Sole	2026-02-11
2025-09-30	$72,230,147	1,180,810	+14.5%	Shares	Sole	2025-11-12
2025-06-30	$58,278,789	1,031,118	+8.6%	Shares	Sole	2025-08-12
2025-03-31	$53,239,866	949,525	+20.0%	Shares	Sole	2025-05-07
2024-12-31	$42,618,987	791,292	-25.9%	Shares	Sole	2025-02-11
2024-09-30	$61,721,106	1,068,024	-20.5%	Shares	Sole	2024-11-08
2024-06-30	$65,839,683	1,343,667	+1.8%	Shares	Sole	2024-08-07
2024-03-31	$64,942,113	1,320,230	+7.7%	Shares	Sole	2024-05-10
2023-12-31	$57,617,206	1,225,898	-7.8%	Shares	Sole	2024-02-14
2023-09-30	$59,373,711	1,329,163	+3.1%	Shares	Sole	2023-11-13
2023-06-30	$66,742,187	1,288,708	+9.7%	Shares	Sole	2023-07-31
2023-03-31	$65,674,010	1,174,638	+11.6%	Shares	Sole	2023-05-10
2022-12-31	$64,517,899	1,052,151	+9.6%	Shares	Sole	2023-02-07
2022-09-30	$66,370,825	960,365	+12.6%	Shares	Sole	2022-11-14
2022-06-30	$68,062,845	852,811	+15.4%	Shares	Sole	2022-08-12
2022-03-31	$62,808,209	739,181	+14.9%	Shares	Sole	2022-05-16
2021-12-31	$50,529,242	643,193	+10.9%	Shares	Sole	2022-02-14
2021-09-30	$42,362,406	580,148	+19.2%	Shares	Sole	2021-11-15
2021-06-30	$35,810,638	486,756	+0.4%	Shares	Sole	2021-08-13
2021-03-31	$36,808,392	484,576	+2.8%	Shares	Sole	2021-05-14
2020-12-31	$35,455,145	471,478	+0.2%	Shares	Sole	2021-02-12
2020-09-30	$37,157,955	470,771	-24.1%	Shares	Sole	2020-11-09
2020-06-30	$50,366,913	620,435	+6.8%	Shares	Sole	2020-08-13
2020-03-31	$41,930,334	580,833	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.