Mechanics Bank Trust Department

Bank

Position in D — Dominion Energy, Inc

CIK 1439743 Walnut Creek, CA

Position in D

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$333,596

+$31,606 QoQ

Shares Held

4,885

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#981

of 1,533 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Mechanics Bank Trust Department holds $4,666,141 across 4 Utilities - Regulated Electric names. D ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	21,723	$2,079,107
2	DUK	Duke Energy CORP	11,062	$1,400,227
3	NEE	Nextera Energy Inc	9,721	$853,211
4	D	Dominion Energy, Inc This page	4,885	$333,596

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,596	4,885	0.0%	Shares	Sole	2026-07-07
2026-03-31	$301,990	4,885	-11.3%	Shares	Sole	2026-04-09
2025-12-31	$322,830	5,510	0.0%	Shares	Sole	2026-01-14
2025-09-30	$337,046	5,510	-12.0%	Shares	Other	2025-10-22
2025-06-30	$353,815	6,260	-19.1%	Shares	Other	2025-07-14
2025-03-31	$433,980	7,740	-15.3%	Shares	Sole	2025-04-09
2024-12-31	$492,280	9,140	0.0%	Shares	Other	2025-01-16
2024-09-30	$528,199	9,140	-0.7%	Shares	Other	2024-10-10
2024-06-30	$450,947	9,203	-6.1%	Shares	Sole	2024-07-12
2024-03-31	$482,208	9,803	-0.8%	Shares	Other	2024-04-12
2023-12-31	$464,266	9,878	-13.3%	Shares	Other	2024-01-10
2023-09-30	$508,701	11,388	-0.4%	Shares	Other	2023-10-11
2023-06-30	$591,855	11,428	-39.0%	Shares	Other	2023-07-11
2023-03-31	$1,046,858	18,724	+3.0%	Shares	Other	2023-04-11
2022-12-31	$1,114,429	18,174	-0.1%	Shares	Sole	2023-01-24
2022-09-30	$1,257,110	18,190	-0.5%	Shares	Sole	2022-10-18
2022-06-30	$1,458,447	18,274	-0.1%	Shares	Other	2022-07-13
2022-03-31	$1,554,015	18,289	-0.3%	Shares	Sole	2022-05-02
2021-12-31	$1,440,711	18,339	-0.2%	Shares	Other	2022-01-26
2021-09-30	$1,341,304	18,369	-5.6%	Shares	Sole	2021-10-28
2021-06-30	$1,431,745	19,461	-13.2%	Shares	Other	2021-07-29
2021-03-31	$1,703,858	22,431	-1.9%	Shares	Sole	2021-04-30
2020-12-31	$1,720,275	22,876	-2.5%	Shares	Sole	2021-02-02
2020-09-30	$1,851,461	23,457	+0.5%	Shares	Sole	2020-11-05
2020-06-30	$1,895,308	23,347	-2.7%	Shares	Other	2020-07-24
2020-03-31	$1,732,342	23,997	—	Shares	Other	2020-04-16
No filing history on record for this holder in this stock.