Triangle Securities Wealth Management

Broker-Dealer

Position in D — Dominion Energy, Inc

CIK 1541353 RALEIGH, NC

Position in D

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$681,124

+$137,541 QoQ

Shares Held

9,974

+13.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#737

of 1,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Triangle Securities Wealth Management holds $8,375,135 across 4 Utilities - Regulated Electric names. D ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	28,821	$3,648,162
2	NEE	Nextera Energy Inc	35,800	$3,142,166
3	WEC	Wec Energy Group, Inc.	7,739	$903,683
4	D	Dominion Energy, Inc This page	9,974	$681,124

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$681,124	9,974	+13.4%	Shares	Sole	2026-07-14
2026-03-31	$543,583	8,793	-3.5%	Shares	Sole	2026-04-20
2025-12-31	$533,813	9,111	+0.0%	Shares	Sole	2026-01-13
2025-09-30	$557,258	9,110	+19.4%	Shares	Sole	2025-10-15
2025-06-30	$431,191	7,629	-27.9%	Shares	Sole	2025-07-10
2025-03-31	$593,388	10,583	+12.5%	Shares	Sole	2025-04-10
2024-12-31	$506,553	9,405	+4.6%	Shares	Sole	2025-01-15
2024-09-30	$519,821	8,995	-7.8%	Shares	Sole	2024-11-14
2024-06-30	$477,946	9,754	-4.3%	Shares	Sole	2024-07-10
2024-03-31	$501,442	10,194	-14.4%	Shares	Sole	2024-04-10
2023-12-31	$559,488	11,904	+0.0%	Shares	Sole	2024-01-10
2023-09-30	$531,707	11,903	-1.7%	Shares	Sole	2023-10-10
2023-06-30	$627,021	12,107	-50.8%	Shares	Sole	2023-07-13
2023-03-31	$1,375,609	24,604	-1.6%	Shares	Sole	2023-04-20
2022-12-31	$1,533,306	25,005	-8.3%	Shares	Sole	2023-01-11
2022-09-30	$1,884,837	27,273	+2.3%	Shares	Sole	2022-10-19
2022-06-30	$2,127,175	26,653	+0.2%	Shares	Sole	2022-07-11
2022-03-31	$2,260,371	26,602	+1.2%	Shares	Sole	2022-04-13
2021-12-31	$2,065,499	26,292	+0.9%	Shares	Sole	2022-01-14
2021-09-30	$1,902,463	26,054	+0.6%	Shares	Sole	2021-10-14
2021-06-30	$1,905,757	25,904	-0.3%	Shares	Sole	2021-07-12
2021-03-31	$1,973,061	25,975	+34.9%	Shares	Sole	2021-04-12
2020-12-31	$1,447,750	19,252	-3.2%	Shares	Sole	2021-01-11
2020-09-30	$1,569,601	19,886	-1.7%	Shares	Sole	2020-10-09
2020-06-30	$1,643,002	20,239	+6.4%	Shares	Sole	2020-07-08
2020-03-31	$1,372,837	19,017	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.