Edgestream Partners, L.P.

Position in D — Dominion Energy, Inc

CIK 1535061 Princeton, NJ

Position in D

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

Position Value

$640,218

-$14,541,908 QoQ

Shares Held

9,375

-96.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#759

of 1,537 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Edgestream Partners, L.P. holds $104,108,024 across 20 Utilities - Regulated Electric names. D ranks #15 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	119,484	$13,506,471
2	EVRG	Evergy, Inc.	155,455	$13,435,975
3	DUK	Duke Energy CORP	100,170	$12,679,518
4	ED	Consolidated Edison Inc	114,406	$12,656,735
5	XEL	Xcel Energy Inc	125,508	$10,078,292
6	PNW	Pinnacle West Capital Corp	88,351	$9,453,557
7	CNP	Centerpoint Energy Inc	206,872	$9,110,642
8	POR	Portland General Electric Co /Or/	122,295	$6,338,549

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,218	9,375	-96.2%	Shares	Sole	2026-08-11
2026-03-31	$15,182,126	245,586	+475.6%	Shares	Sole	2026-05-18
2025-09-30	$2,609,940	42,667	+609.6%	Shares	Sole	2025-11-12
2025-06-30	$339,854	6,013	+1.6%	Shares	Sole	2025-08-13
2024-12-31	$318,851	5,920	-85.9%	Shares	Sole	2025-02-07
2024-09-30	$2,419,725	41,871	+857.3%	Shares	Sole	2024-11-14
2024-06-30	$214,326	4,374	-78.5%	Shares	Sole	2024-08-09
2023-09-30	$910,195	20,376	+20.9%	Shares	Sole	2023-11-15
2023-03-31	$942,418	16,856	-68.8%	Shares	Sole	2023-05-15
2022-12-31	$3,311,218	53,999	+32.5%	Shares	Sole	2023-02-13
2021-03-31	$3,095,445	40,751	-54.5%	Shares	Sole	2021-05-06
2020-12-31	$6,732,881	89,533	+51.6%	Shares	Sole	2021-02-11
2020-09-30	$4,660,816	59,050	+329.4%	Shares	Sole	2020-11-10
2020-06-30	$1,116,306	13,751	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.