O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in D — Dominion Energy, Inc

CIK 1423442 Stamford, CT

Position in D

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$12,510,637

+$301,888 QoQ

Shares Held

202,372

-2.9% QoQ

Ownership

0.023%

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 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $253,555,538 across 33 Utilities - Regulated Electric names. D ranks #6 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	501,910	$46,617,400
2	DUK	Duke Energy CORP	202,051	$26,456,557
3	AEP	American Electric Power Co Inc	191,859	$25,148,877
4	SO	Southern Co	246,737	$23,815,055
5	ETR	Entergy Corp /De/	123,452	$13,871,066
6	D	Dominion Energy, Inc This page	202,372	$12,510,637
7	WEC	Wec Energy Group, Inc.	106,047	$12,277,061
8	XEL	Xcel Energy Inc	129,530	$10,289,863

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,510,637	202,372	-2.9%	Shares	Sole	2026-05-13
2025-12-31	$12,208,749	208,376	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$12,702,134	207,653	+9.4%	Shares	Sole	2025-11-13
2025-06-30	$10,725,517	189,765	+7.5%	Shares	Sole	2025-08-12
2025-03-31	$9,893,663	176,452	+7.8%	Shares	Sole	2025-05-13
2024-12-31	$8,812,142	163,612	+5.7%	Shares	Sole	2025-02-12
2024-09-30	$8,947,452	154,827	+70.7%	Shares	Sole	2024-11-12
2024-06-30	$4,443,075	90,675	+61.0%	Shares	Sole	2024-08-14
2024-03-31	$2,770,331	56,319	+79.0%	Shares	Sole	2024-05-13
2023-12-31	$1,478,479	31,457	+121.5%	Shares	Sole	2024-02-09
2023-09-30	$634,358	14,201	-30.5%	Shares	Sole	2023-11-13
2023-06-30	$1,057,758	20,424	-74.3%	Shares	Sole	2023-08-11
2023-03-31	$4,438,527	79,387	+0.8%	Shares	Sole	2023-05-12
2022-12-31	$4,831,402	78,790	-10.0%	Shares	Sole	2023-02-10
2022-09-30	$6,053,275	87,589	+5.0%	Shares	Sole	2022-11-14
2022-06-30	$6,659,905	83,447	-3.2%	Shares	Sole	2022-08-11
2022-03-31	$7,327,557	86,237	+6.1%	Shares	Sole	2022-05-13
2021-12-31	$6,387,713	81,310	-8.4%	Shares	Defined	2022-02-11
2021-09-30	$6,482,496	88,777	+8.0%	Shares	Sole	2021-11-10
2021-06-30	$6,046,203	82,183	-2.7%	Shares	Sole	2021-08-09
2021-03-31	$6,418,771	84,502	-6.1%	Shares	Sole	2021-05-14
2020-12-31	$6,765,518	89,967	+1404.5%	Shares	Sole	2021-02-11
2020-09-30	$472,001	5,980	+27.0%	Shares	Sole	2020-11-12
2020-06-30	$382,195	4,708	+462.5%	Shares	Sole	2020-08-13
2020-03-31	$60,423	837	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.