United Asset Strategies, Inc.

Position in D — Dominion Energy, Inc

CIK 1539948 GARDEN CITY, NY

Position in D

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$584,698

+$51,316 QoQ

Shares Held

8,562

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#777

of 1,533 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Utilities · as of Jun 30, 2026

United Asset Strategies, Inc. holds $34,393,612 across 9 Utilities - Regulated Electric names. D ranks #8 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	111,547	$14,119,619
2	ETR	Entergy Corp /De/	70,014	$8,041,808
3	LNT	Alliant Energy Corp	80,414	$6,134,784
4	FE	Firstenergy Corp	37,710	$1,792,733
5	NEE	Nextera Energy Inc	19,717	$1,730,561
6	ES	Eversource Energy	13,606	$983,305
7	ED	Consolidated Edison Inc	5,884	$650,946
8	D	Dominion Energy, Inc This page	8,562	$584,698

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$584,698	8,562	-0.8%	Shares	Sole	2026-07-13
2026-03-31	$533,382	8,628	+6.0%	Shares	Sole	2026-04-29
2025-12-31	$476,864	8,139	-3.1%	Shares	Sole	2026-01-28
2025-09-30	$513,950	8,402	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$474,315	8,392	-7.1%	Shares	Sole	2025-08-08
2025-03-31	$506,648	9,036	-46.2%	Shares	Sole	2025-05-14
2024-12-31	$905,440	16,811	-0.3%	Shares	Sole	2025-01-22
2024-09-30	$974,339	16,860	+5.1%	Shares	Sole	2024-10-28
2024-06-30	$786,401	16,049	-11.0%	Shares	Sole	2024-08-01
2024-03-31	$887,092	18,034	+107.7%	Shares	Sole	2024-04-23
2023-12-31	$408,007	8,681	+17.8%	Shares	Sole	2024-01-30
2023-09-30	$329,307	7,372	-1.1%	Shares	Sole	2023-11-07
2023-06-30	$385,887	7,451	+8.5%	Shares	Sole	2023-07-25
2023-03-31	$384,045	6,869	-92.0%	Shares	Sole	2023-07-25
2022-12-31	$5,252,364	85,655	-33.1%	Shares	Sole	2023-01-26
2022-09-30	$8,846,149	128,001	+0.3%	Shares	Sole	2022-10-24
2022-06-30	$10,184,234	127,606	+0.9%	Shares	Sole	2022-08-15
2022-03-31	$10,746,070	126,469	-6.7%	Shares	Sole	2022-04-29
2021-12-31	$10,646,608	135,522	-2.5%	Shares	Sole	2022-01-31
2021-09-30	$10,145,617	138,943	+7.1%	Shares	Sole	2021-10-21
2021-06-30	$9,541,219	129,689	+5.7%	Shares	Sole	2021-07-19
2021-03-31	$9,322,039	122,723	+5.4%	Shares	Sole	2021-04-27
2020-12-31	$8,752,979	116,396	-1.3%	Shares	Sole	2021-02-05
2020-09-30	$9,309,398	117,945	+20.8%	Shares	Sole	2020-11-03
2020-06-30	$7,928,282	97,663	+3.7%	Shares	Sole	2020-08-03
2020-03-31	$6,798,565	94,176	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.