Focus Partners Wealth

Position in D — Dominion Energy, Inc

CIK 1542153 ST LOUIS, MO

Position in D

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$40,913,836

+$11,130,137 QoQ

Shares Held

661,822

+30.2% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 88.38829648818626.ToString("F0")% Shared 3.216652973390212.ToString("F0")% None 8.39505053842353.ToString("F0")%

Utilities · as of Mar 31, 2026

Focus Partners Wealth holds $697,439,690 across 31 Utilities - Regulated Electric names. D ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,147,807	$150,293,848
2	SO	Southern Co	1,462,181	$141,129,710
3	NEE	Nextera Energy Inc	1,101,298	$102,288,558
4	PCG	PG&E Corp	2,941,405	$51,680,485
5	D	Dominion Energy, Inc This page	661,822	$40,913,836
6	DTE	Dte Energy Co	234,496	$34,288,005
7	EVRG	Evergy, Inc.	411,084	$33,676,001
8	ES	Eversource Energy	350,927	$24,312,222

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,913,836	661,822	+30.2%	Shares	Sole	2026-05-15
2025-12-31	$29,783,699	508,341	+19.8%	Shares	Sole	2026-02-13
2025-09-30	$25,947,335	424,184	+58.2%	Shares	Sole	2025-11-14
2025-06-30	$15,158,946	268,205	+1.8%	Shares	Sole	2025-08-14
2025-03-31	$14,776,968	263,545	+12.6%	Shares	Sole	2025-05-20
2024-12-31	$12,607,279	234,075	+84.5%	Shares	Sole	2025-05-29
2024-09-30	$7,332,279	126,878	+253.4%	Shares	Sole	2024-11-14
2024-06-30	$1,759,247	35,903	+377.3%	Shares	Sole	2024-08-15
2024-03-31	$370,007	7,522	+13.0%	Shares	Sole	2024-05-16
2023-12-31	$312,973	6,659	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.