Ascent Wealth Partners, LLC

Position in D — Dominion Energy, Inc

CIK 1546865 NEW HARTFORD, NY

Position in D

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,196,342

+$254,947 QoQ

Shares Held

32,162

+2.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#430

of 1,533 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $15,091,978 across 5 Utilities - Regulated Electric names. D ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	207,026	$7,525,395
2	SO	Southern Co	25,910	$2,479,846
3	D	Dominion Energy, Inc This page	32,162	$2,196,342
4	LNT	Alliant Energy Corp	26,916	$2,053,421
5	NEE	Nextera Energy Inc	9,536	$836,974

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,196,342	32,162	+2.4%	Shares	Sole	2026-07-31
2026-03-31	$1,941,395	31,404	+3.4%	Shares	Sole	2026-05-06
2025-12-31	$1,779,554	30,373	+0.1%	Shares	Sole	2026-02-02
2025-09-30	$1,855,958	30,341	-0.5%	Shares	Sole	2025-10-21
2025-06-30	$1,723,351	30,491	+40.8%	Shares	Sole	2025-08-12
2025-03-31	$1,214,251	21,656	-0.1%	Shares	Sole	2025-05-02
2024-12-31	$1,167,846	21,683	+2.5%	Shares	Sole	2025-02-04
2024-09-30	$1,222,720	21,158	—	Shares	Sole	2024-10-31
No filing history on record for this holder in this stock.