Sequoia Financial Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 1599900 Akron, OH

Position in D

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,040,543

+$569,289 QoQ

Shares Held

44,524

+11.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#368

of 1,537 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. D ranks #9 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	132,456	$18,121,305
2	NEE	Nextera Energy Inc	147,124	$12,913,073
3	SO	Southern Co	112,262	$10,744,596
4	DUK	Duke Energy CORP	56,447	$7,145,061
5	XEL	Xcel Energy Inc	47,995	$3,853,998
6	ED	Consolidated Edison Inc	34,618	$3,829,789
7	DTE	Dte Energy Co	24,355	$3,710,971
8	EIX	Edison International	41,760	$3,109,032

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,040,543	44,524	+11.4%	Shares	Sole	2026-07-17
2026-03-31	$2,471,254	39,975	+19.7%	Shares	Sole	2026-04-30
2025-12-31	$1,957,140	33,404	+26.6%	Shares	Sole	2026-02-03
2025-09-30	$1,614,153	26,388	-3.0%	Shares	Sole	2025-10-29
2025-06-30	$1,537,739	27,207	+50.1%	Shares	Sole	2025-07-25
2025-03-31	$1,016,100	18,122	-6.7%	Shares	Sole	2025-04-23
2024-12-31	$1,046,445	19,429	+6.3%	Shares	Sole	2025-08-08
2024-09-30	$1,056,690	18,285	+8.7%	Shares	Sole	2024-10-21
2024-06-30	$824,523	16,827	+11.7%	Shares	Sole	2024-07-15
2024-03-31	$741,047	15,065	-20.4%	Shares	Sole	2024-04-30
2023-12-31	$889,992	18,936	+81.2%	Shares	Sole	2024-01-26
2023-09-30	$466,890	10,452	+13.2%	Shares	Sole	2023-11-08
2023-06-30	$478,177	9,233	+29.6%	Shares	Sole	2023-08-08
2023-03-31	$398,358	7,125	-3.5%	Shares	Sole	2023-04-25
2022-12-31	$452,541	7,380	+40.8%	Shares	Sole	2023-02-10
2022-09-30	$362,274	5,242	-27.2%	Shares	Sole	2022-10-26
2022-06-30	$574,472	7,198	+0.0%	Shares	Sole	2022-07-22
2022-03-31	$611,359	7,195	+30.0%	Shares	Sole	2022-05-13
2021-12-31	$434,751	5,534	-24.8%	Shares	Sole	2022-02-22
2021-06-30	$541,695	7,363	+103.2%	Shares	Sole	2021-07-27
2021-03-31	$275,279	3,624	-6.3%	Shares	Sole	2021-05-14
2020-12-31	$290,873	3,868	-4.8%	Shares	Sole	2021-02-12
2020-09-30	$320,613	4,062	-5.8%	Shares	Sole	2020-10-23
2020-06-30	$350,210	4,314	-4.7%	Shares	Sole	2020-08-25
2020-03-31	$326,731	4,526	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.