Newman Dignan & Sheerar, Inc.

Position in D — Dominion Energy, Inc

CIK 1566493 PROVIDENCE, RI

Position in D

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

Position Value

$200,431

+$37,828 QoQ

Shares Held

2,935

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,212

of 1,533 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Newman Dignan & Sheerar, Inc. holds $2,778,943 across 5 Utilities - Regulated Electric names. D ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	19,352	$1,698,525
2	PEG	Public Service Enterprise Group Inc	5,605	$454,901
3	DUK	Duke Energy CORP	1,753	$221,894
4	SO	Southern Co	2,123	$203,192
5	D	Dominion Energy, Inc This page	2,935	$200,431

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,431	2,935	+1.2%	Shares	Sole	2026-07-14
2025-03-31	$162,603	2,900	-32.6%	Shares	Sole	2025-05-14
2024-12-31	$231,598	4,300	0.0%	Shares	Sole	2025-01-30
2024-09-30	$248,497	4,300	0.0%	Shares	Sole	2024-11-12
2024-06-30	$210,700	4,300	0.0%	Shares	Sole	2024-07-15
2024-03-31	$211,517	4,300	0.0%	Shares	Sole	2024-04-29
2023-12-31	$202,100	4,300	-32.3%	Shares	Sole	2024-02-09
2023-09-30	$283,699	6,351	0.0%	Shares	Sole	2023-11-08
2023-06-30	$328,918	6,351	0.0%	Shares	Sole	2023-08-02
2023-03-31	$355,084	6,351	0.0%	Shares	Sole	2023-04-28
2022-12-31	$389,443	6,351	-0.5%	Shares	Sole	2023-01-20
2022-09-30	$441,336	6,386	0.0%	Shares	Sole	2022-10-18
2022-06-30	$509,666	6,386	0.0%	Shares	Sole	2022-08-03
2022-03-31	$542,618	6,386	0.0%	Shares	Sole	2022-04-14
2021-12-31	$501,684	6,386	0.0%	Shares	Sole	2022-01-18
2021-09-30	$466,305	6,386	0.0%	Shares	Sole	2021-10-07
2021-06-30	$469,818	6,386	-0.2%	Shares	Sole	2021-07-28
2021-03-31	$486,219	6,401	-2.5%	Shares	Sole	2021-05-05
2020-12-31	$493,688	6,565	0.0%	Shares	Sole	2021-01-29
2020-09-30	$518,175	6,565	0.0%	Shares	Sole	2020-10-14
2020-06-30	$532,946	6,565	-0.8%	Shares	Sole	2020-08-06
2020-03-31	$477,536	6,615	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.