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TD PRIVATE CLIENT WEALTH LLC

Position in D — Dominion Energy, Inc

CIK 1551017 NEW YORK, NY

Position in D

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$141,087
-$1,322,192 QoQ
Shares Held
2,066
-91.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,244
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in D Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. D ranks #19 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in D

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $141,087 2,066
2026-03-31 $1,463,279 23,670
2025-12-31 $1,348,624 23,018
2025-09-30 $1,360,053 22,234
2025-06-30 $827,791 14,646
2025-03-31 $477,155 8,510
2024-12-31 $439,389 8,158
2024-09-30 $1,802,585 31,192
2024-06-30 $2,508,408 51,192
2024-03-31 $2,789,269 56,704
2023-12-31 $3,074,505 65,415
2023-09-30 $3,598,615 80,560
2023-06-30 $4,479,990 86,503
2023-03-31 $4,417,896 79,018
2022-12-31 $4,404,799 71,833
2022-09-30 $5,741,935 83,084
2022-06-30 $5,953,107 74,591
2022-03-31 $6,380,227 75,088
2021-12-31 $5,152,671 65,589
2021-09-30 $5,152,291 70,560
2021-06-30 $4,399,559 59,801
2021-03-31 $6,014,740 79,183
2020-12-31 $5,492,307 73,036
2020-09-30 $5,994,417 75,946
2020-06-30 $8,655,492 106,621
2020-03-31 $8,251,028 114,296