Archford Capital Strategies, LLC

Position in D — Dominion Energy, Inc

CIK 1606609 SWANSEA, IL

Position in D

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

Position Value

$914,403

+$95,969 QoQ

Shares Held

13,390

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#648

of 1,533 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Archford Capital Strategies, LLC holds $6,013,191 across 6 Utilities - Regulated Electric names. D ranks #5 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	19,802	$1,738,021
2	SO	Southern Co	12,191	$1,166,800
3	DUK	Duke Energy CORP	7,979	$1,009,981
4	AEE	Ameren Corp	8,442	$954,283
5	D	Dominion Energy, Inc This page	13,390	$914,403
6	AEP	American Electric Power Co Inc	1,679	$229,703

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$914,403	13,390	+1.1%	Shares	Sole	2026-07-17
2026-03-31	$818,434	13,239	-0.2%	Shares	Sole	2026-04-15
2025-12-31	$777,313	13,267	-0.4%	Shares	Sole	2026-01-15
2025-09-30	$814,662	13,318	-0.0%	Shares	Sole	2025-10-17
2025-06-30	$753,072	13,324	-0.4%	Shares	Sole	2025-07-17
2025-03-31	$749,880	13,374	-0.1%	Shares	Sole	2025-04-23
2024-12-31	$720,754	13,382	+0.0%	Shares	Sole	2025-01-21
2024-09-30	$773,114	13,378	-5.0%	Shares	Sole	2024-10-15
2024-06-30	$690,165	14,085	-2.8%	Shares	Sole	2024-07-17
2024-03-31	$712,615	14,487	-2.8%	Shares	Sole	2024-04-24
2023-12-31	$700,723	14,909	-34.0%	Shares	Sole	2024-01-12
2023-09-30	$1,009,095	22,590	+30.6%	Shares	Sole	2023-10-27
2023-06-30	$895,500	17,291	+40.0%	Shares	Sole	2023-08-02
2023-03-31	$690,656	12,353	+7.3%	Shares	Sole	2023-04-18
2022-12-31	$706,222	11,517	+15.5%	Shares	Sole	2023-01-26
2022-09-30	$689,026	9,970	+1.2%	Shares	Sole	2022-10-17
2022-06-30	$786,607	9,856	+14.4%	Shares	Sole	2022-07-12
2022-03-31	$732,271	8,618	+21.6%	Shares	Sole	2022-04-18
2021-12-31	$556,833	7,088	+26.8%	Shares	Sole	2022-01-20
2021-09-30	$408,181	5,590	+0.6%	Shares	Sole	2021-10-14
2021-06-30	$408,828	5,557	+2.7%	Shares	Sole	2021-07-23
2021-03-31	$411,095	5,412	-53.7%	Shares	Sole	2021-04-26
2020-12-31	$878,712	11,685	+3.9%	Shares	Sole	2021-01-19
2020-09-30	$887,646	11,246	+3.7%	Shares	Sole	2020-10-19
2020-06-30	$880,397	10,845	+0.3%	Shares	Sole	2020-07-24
2020-03-31	$780,373	10,810	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.