DONALDSON CAPITAL MANAGEMENT, LLC

Position in D — Dominion Energy, Inc

CIK 1487438 EVANSVILLE, IN

Position in D

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$1,540,616

+$253,804 QoQ

Shares Held

24,921

+13.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.34107780586653824.ToString("F0")% Shared 0.ToString("F0")% None 99.65892219413345.ToString("F0")%

Utilities · as of Mar 31, 2026

DONALDSON CAPITAL MANAGEMENT, LLC holds $105,302,524 across 7 Utilities - Regulated Electric names. D ranks #6 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	442,053	$51,176,475
2	XEL	Xcel Energy Inc	483,726	$38,427,193
3	NEE	Nextera Energy Inc	90,908	$8,443,535
4	DUK	Duke Energy CORP	19,315	$2,529,106
5	SO	Southern Co	25,834	$2,493,497
6	D	Dominion Energy, Inc This page	24,921	$1,540,616
7	AEP	American Electric Power Co Inc	5,280	$692,102

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,540,616	24,921	+13.5%	Shares	Sole	2026-04-30
2025-12-31	$1,286,812	21,963	+7.6%	Shares	Sole	2026-01-14
2025-09-30	$1,248,540	20,411	+7.4%	Shares	Sole	2025-11-04
2025-06-30	$1,074,049	19,003	+4.5%	Shares	Sole	2025-08-07
2025-03-31	$1,019,632	18,185	+8.5%	Shares	Sole	2025-04-15
2024-12-31	$902,801	16,762	+1.5%	Shares	Sole	2025-02-07
2024-09-30	$954,401	16,515	+29.7%	Shares	Sole	2024-10-29
2024-06-30	$624,113	12,737	-0.6%	Shares	Sole	2024-07-31
2024-03-31	$630,025	12,808	-1.8%	Shares	Sole	2024-04-22
2023-12-31	$613,256	13,048	-10.5%	Shares	Sole	2024-01-30
2023-09-30	$651,020	14,574	+13.6%	Shares	Sole	2023-10-11
2023-06-30	$664,465	12,830	-4.1%	Shares	Sole	2023-07-17
2023-03-31	$747,796	13,375	+22.1%	Shares	Sole	2023-04-13
2022-12-31	$671,760	10,955	-4.5%	Shares	Sole	2023-02-08
2022-09-30	$793,037	11,475	+5.7%	Shares	Sole	2022-10-13
2022-06-30	$866,417	10,856	+1.2%	Shares	Sole	2022-08-11
2022-03-31	$911,133	10,723	+47.2%	Shares	Sole	2022-05-13
2021-12-31	$572,388	7,286	+8.6%	Shares	Sole	2022-01-21
2021-09-30	$490,037	6,711	+0.3%	Shares	Sole	2021-11-04
2021-06-30	$492,404	6,693	-15.7%	Shares	Sole	2021-07-28
2021-03-31	$603,046	7,939	-37.2%	Shares	Sole	2021-05-05
2020-12-31	$950,528	12,640	-16.0%	Shares	Sole	2021-01-11
2020-09-30	$1,188,133	15,053	-1.1%	Shares	Sole	2020-11-05
2020-06-30	$1,235,559	15,220	-15.2%	Shares	Sole	2020-07-27
2020-03-31	$1,295,666	17,948	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.