WealthTrust Axiom LLC

Position in D — Dominion Energy, Inc

CIK 1425949 WAYNE, PA

Position in D

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

Position Value

$203,435

-$27,548 QoQ

Shares Held

2,979

-33.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,207

of 1,537 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WealthTrust Axiom LLC holds $17,734,151 across 14 Utilities - Regulated Electric names. D ranks #14 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	26,763	$2,960,790
2	NEE	Nextera Energy Inc	29,694	$2,606,242
3	EVRG	Evergy, Inc.	28,516	$2,464,637
4	EXC	Exelon Corp	47,558	$2,217,153
5	CMS	Cms Energy Corp	26,400	$2,019,600
6	DUK	Duke Energy CORP	14,158	$1,792,119
7	XEL	Xcel Energy Inc	13,151	$1,056,025
8	PPL	PPL Corp	18,397	$668,730

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,435	2,979	-33.2%	Shares	Sole	2026-08-11
2023-06-30	$230,983	4,460	0.0%	Shares	Sole	2023-08-04
2023-03-31	$249,358	4,460	0.0%	Shares	Sole	2023-05-03
2022-12-31	$273,487	4,460	+2.3%	Shares	Sole	2023-01-31
2022-09-30	$301,319	4,360	0.0%	Shares	Sole	2022-11-03
2022-06-30	$347,971	4,360	0.0%	Shares	Sole	2022-07-27
2022-03-31	$370,469	4,360	0.0%	Shares	Sole	2022-05-09
2021-12-31	$342,521	4,360	+7.4%	Shares	Sole	2022-02-02
2021-09-30	$296,461	4,060	-0.3%	Shares	Sole	2021-10-14
2021-06-30	$299,650	4,073	-0.0%	Shares	Sole	2021-07-22
2021-03-31	$309,537	4,075	-1.5%	Shares	Sole	2021-04-14
2020-12-31	$310,952	4,135	+0.1%	Shares	Sole	2021-02-04
2020-09-30	$326,138	4,132	+0.1%	Shares	Sole	2020-10-21
2020-06-30	$335,111	4,128	+0.1%	Shares	Sole	2020-07-31
2020-03-31	$297,711	4,124	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.