SVB WEALTH LLC

Position in D — Dominion Energy, Inc

CIK 1626116 BOSTON, MA

Position in D

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$232,996

+$18,969 QoQ

Shares Held

3,769

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Utilities · as of Jun 30, 2026

SVB WEALTH LLC holds $5,436,838 across 4 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	77,720	$3,694,805
2	SO	Southern Co	8,927	$854,400
3	AEP	American Electric Power Co Inc	4,674	$639,448
4	PEG	Public Service Enterprise Group Inc	3,058	$248,185

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$232,996	3,769	+3.2%	Shares	Sole	2026-04-17
2025-12-31	$214,027	3,653	-28.2%	Shares	Sole	2026-02-04
2025-09-30	$311,354	5,090	+9.0%	Shares	Sole	2025-11-06
2025-06-30	$263,889	4,669	-23.3%	Shares	Sole	2025-08-14
2025-03-31	$341,241	6,086	+7.1%	Shares	Sole	2025-05-14
2024-12-31	$306,085	5,683	-13.2%	Shares	Sole	2025-02-05
2024-06-30	$320,705	6,545	-21.9%	Shares	Sole	2024-08-06
2024-03-31	$412,359	8,383	-3.7%	Shares	Sole	2024-05-15
2023-12-31	$409,276	8,708	+24.9%	Shares	Sole	2024-01-30
2023-09-30	$311,349	6,970	-12.2%	Shares	Sole	2023-10-23
2023-06-30	$410,952	7,935	-33.7%	Shares	Sole	2023-07-24
2023-03-31	$669,633	11,977	-20.7%	Shares	Sole	2023-05-12
2022-12-31	$925,624	15,095	-47.4%	Shares	Sole	2023-02-10
2022-09-30	$1,982,005	28,679	+27.4%	Shares	Sole	2022-11-09
2022-06-30	$1,796,921	22,515	+1.7%	Shares	Sole	2022-08-16
2022-03-31	$1,880,980	22,137	-14.3%	Shares	Sole	2022-05-13
2021-12-31	$2,028,575	25,822	-5.7%	Shares	Sole	2022-02-15
2021-09-30	$2,000,090	27,391	+1.1%	Shares	Sole	2021-11-09
2021-06-30	$1,992,937	27,089	-14.6%	Shares	Sole	2021-08-13
2021-03-31	$2,408,311	31,705	-76.6%	Shares	Sole	2021-05-11
2020-12-31	$10,195,540	135,579	-2.7%	Shares	Sole	2021-02-10
2020-09-30	$10,997,553	139,333	-5.0%	Shares	Sole	2020-11-10
2020-06-30	$11,911,459	146,729	+7.1%	Shares	Sole	2020-08-05
2020-03-31	$9,891,761	137,024	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.