MATHER GROUP, LLC.

Position in D — Dominion Energy, Inc

CIK 1527641 CHICAGO, IL

Position in D

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$397,925

+$41,966 QoQ

Shares Held

5,827

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#917

of 1,537 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. D ranks #15 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	61,866	$5,921,194
2	DUK	Duke Energy CORP	35,549	$4,499,792
3	ED	Consolidated Edison Inc	15,160	$1,677,150
4	CMS	Cms Energy Corp	18,142	$1,387,863
5	NEE	Nextera Energy Inc	12,166	$1,067,809
6	XEL	Xcel Energy Inc	10,529	$845,478
7	PNW	Pinnacle West Capital Corp	7,042	$753,494
8	AEP	American Electric Power Co Inc	5,410	$740,142

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$397,925	5,827	+1.2%	Shares	Sole	2026-07-27
2026-03-31	$355,959	5,758	+6.6%	Shares	Sole	2026-04-13
2025-12-31	$316,386	5,400	+3.4%	Shares	Sole	2026-01-13
2025-09-30	$319,429	5,222	+0.9%	Shares	Sole	2025-10-21
2025-06-30	$292,547	5,176	+3.4%	Shares	Sole	2025-07-15
2025-03-31	$280,742	5,007	+2.4%	Shares	Sole	2025-04-25
2024-12-31	$263,429	4,891	+13.4%	Shares	Sole	2025-01-27
2024-09-30	$249,190	4,312	-2.0%	Shares	Sole	2024-10-07
2024-06-30	$215,551	4,399	+11.2%	Shares	Sole	2024-07-09
2024-03-31	$194,595	3,956	-38.7%	Shares	Sole	2024-04-09
2020-09-30	$509,019	6,449	+2.6%	Shares	Sole	2020-11-13
2020-06-30	$510,297	6,286	+99.1%	Shares	Sole	2020-08-14
2020-03-31	$227,976	3,158	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.