Birch Hill Investment Advisors LLC

Position in D — Dominion Energy, Inc

CIK 1424177 Boston, MA

Position in D

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$806,982

+$59,764 QoQ

Shares Held

11,817

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#686

of 1,537 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Birch Hill Investment Advisors LLC holds $21,576,251 across 3 Utilities - Regulated Electric names. D ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	225,257	$19,770,806
2	DUK	Duke Energy CORP	7,888	$998,463
3	D	Dominion Energy, Inc This page	11,817	$806,982

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$806,982	11,817	-2.2%	Shares	Sole	2026-07-21
2026-03-31	$747,218	12,087	-4.0%	Shares	Sole	2026-04-29
2025-12-31	$737,472	12,587	-1.6%	Shares	Sole	2026-01-27
2025-09-30	$782,180	12,787	0.0%	Shares	Sole	2025-10-23
2025-06-30	$722,721	12,787	-33.9%	Shares	Sole	2025-07-30
2025-03-31	$1,084,113	19,335	-3.7%	Shares	Sole	2025-04-18
2024-12-31	$1,081,778	20,085	-1.3%	Shares	Sole	2025-01-28
2024-09-30	$1,176,315	20,355	0.0%	Shares	Sole	2024-10-10
2024-06-30	$997,395	20,355	0.0%	Shares	Sole	2024-07-30
2024-03-31	$1,001,262	20,355	0.0%	Shares	Sole	2024-05-13
2023-12-31	$956,685	20,355	0.0%	Shares	Sole	2024-01-29
2023-09-30	$909,257	20,355	0.0%	Shares	Sole	2023-10-19
2023-06-30	$1,054,185	20,355	0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,138,048	20,355	0.0%	Shares	Sole	2023-04-14
2022-12-31	$1,248,168	20,355	0.0%	Shares	Sole	2023-01-31
2022-09-30	$1,406,734	20,355	0.0%	Shares	Sole	2022-10-19
2022-06-30	$1,624,532	20,355	0.0%	Shares	Sole	2022-07-13
2022-03-31	$1,729,564	20,355	0.0%	Shares	Sole	2022-04-08
2021-12-31	$1,599,088	20,355	0.0%	Shares	Sole	2022-02-02
2021-09-30	$1,486,322	20,355	0.0%	Shares	Sole	2021-10-25
2021-06-30	$1,497,517	20,355	0.0%	Shares	Sole	2021-07-22
2021-03-31	$1,546,165	20,355	0.0%	Shares	Sole	2021-04-26
2020-12-31	$1,530,696	20,355	0.0%	Shares	Sole	2021-01-27
2020-09-30	$1,606,620	20,355	0.0%	Shares	Sole	2020-10-22
2020-06-30	$1,652,418	20,355	-0.7%	Shares	Sole	2020-08-10
2020-03-31	$1,479,389	20,493	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.