Plante Moran Financial Advisors, LLC
Position in D — Dominion Energy, Inc
CIK 1424717
SOUTHFIELD, MI
Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$25,813
-$4,478 QoQ
Shares Held
378
-22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,378
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $3,946,455 across 23 Utilities - Regulated Electric names. D ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,882 | $1,810,460 | |
| 2 | CMS |
Cms Energy Corp
|
7,156 | $547,434 | |
| 3 | NEE |
Nextera Energy Inc
|
4,895 | $429,634 | |
| 4 | SO |
Southern Co
|
3,672 | $351,447 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,721 | $235,450 | |
| 6 | EXC |
Exelon Corp
|
3,842 | $179,114 | |
| 7 | IDA |
Idacorp Inc
|
983 | $148,727 | |
| 8 | DUK |
Duke Energy CORP
|
411 | $52,024 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,813 | 378 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $30,291 | 490 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $28,709 | 490 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $29,973 | 490 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,973 | 318 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $17,830 | 318 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $17,666 | 328 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $18,955 | 328 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $15,582 | 318 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,642 | 318 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,946 | 318 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $25,327 | 567 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $29,364 | 567 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $31,700 | 567 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $34,768 | 567 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $39,185 | 567 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $90,823 | 1,138 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $97,970 | 1,153 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $103,306 | 1,315 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $112,158 | 1,536 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $113,003 | 1,536 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $118,497 | 1,560 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $126,862 | 1,687 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $206,244 | 2,613 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $144,175 | 1,776 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $137,594 | 1,906 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||