Dynamic Advisor Solutions LLC

Position in D — Dominion Energy, Inc

CIK 1599747 PHOENIX, AZ

Position in D

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,515,910

+$3,311,039 QoQ

Shares Held

51,485

+1453.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#348

of 1,535 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $34,199,584 across 12 Utilities - Regulated Electric names. D ranks #5 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	89,321	$8,548,912
2	DUK	Duke Energy CORP	56,612	$7,165,946
3	PEG	Public Service Enterprise Group Inc	55,268	$4,485,550
4	NEE	Nextera Energy Inc	44,463	$3,902,517
5	D	Dominion Energy, Inc This page	51,485	$3,515,910
6	ES	Eversource Energy	31,396	$2,268,988
7	EVRG	Evergy, Inc.	19,146	$1,654,788
8	AEP	American Electric Power Co Inc	6,115	$836,593

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,515,910	51,485	+1453.6%	Shares	Sole	2026-07-07
2026-03-31	$204,871	3,314	-3.9%	Shares	Sole	2026-04-08
2025-12-31	$202,076	3,449	-37.8%	Shares	Sole	2026-01-09
2025-09-30	$339,065	5,543	-5.3%	Shares	Sole	2025-10-09
2025-06-30	$330,981	5,856	-2.8%	Shares	Sole	2025-07-09
2025-03-31	$337,653	6,022	+3.3%	Shares	Sole	2025-04-17
2024-12-31	$313,949	5,829	-1.8%	Shares	Sole	2025-01-21
2024-09-30	$343,099	5,937	-7.6%	Shares	Sole	2024-10-07
2024-06-30	$314,972	6,428	+8.3%	Shares	Sole	2024-07-15
2024-03-31	$292,041	5,937	+5.8%	Shares	Sole	2024-04-12
2023-12-31	$263,858	5,614	+1.6%	Shares	Sole	2024-01-10
2023-09-30	$246,846	5,526	+2.3%	Shares	Sole	2023-10-11
2023-06-30	$279,873	5,404	-20.8%	Shares	Sole	2023-08-03
2023-03-31	$381,306	6,820	-5.6%	Shares	Sole	2023-04-11
2022-12-31	$442,853	7,222	+37.6%	Shares	Sole	2023-01-13
2022-09-30	$362,758	5,249	+9.5%	Shares	Sole	2022-10-20
2022-06-30	$382,688	4,795	-1.4%	Shares	Sole	2022-07-27
2022-03-31	$413,294	4,864	+5.5%	Shares	Sole	2022-04-11
2021-12-31	$362,161	4,610	+9.9%	Shares	Sole	2022-01-26
2021-09-30	$306,391	4,196	+12.6%	Shares	Sole	2021-10-28
2021-06-30	$274,121	3,726	+8.6%	Shares	Sole	2021-08-10
2021-03-31	$260,694	3,432	+7.3%	Shares	Sole	2021-04-27
2020-12-31	$240,564	3,199	+25.5%	Shares	Sole	2021-02-03
2020-09-30	$201,192	2,549	+2.5%	Shares	Sole	2020-10-27
2020-06-30	$201,813	2,486	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.