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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in D — Dominion Energy, Inc

CIK 1631073 WASHINGTON, DC
Back to D Full portfolio

Position in D

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$7,033
+$1,841 QoQ
Shares Held
103
+22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,468
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in D Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $226,374 across 29 Utilities - Regulated Electric names. D ranks #10 (3.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EIX
Edison International
 737 $54,869
2 DUK
Duke Energy CORP
 211 $26,708
3 EXC
Exelon Corp
 354 $16,503
4 AEP
American Electric Power Co Inc
 102 $13,954
5 NGG
National Grid PLC
 159 $13,176
6 ED
Consolidated Edison Inc
 115 $12,722
7 NEE
Nextera Energy Inc
 113 $9,918
8 KEP
Korea Electric Power Corp
 744 $9,002

All Filings in D

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,033 103
2026-03-31 $5,192 84
2025-12-31 $4,745 81
2025-09-30 $4,954 81
2025-06-30 $3,786 67
2025-03-31 $3,756 67
2024-12-31 $3,608 67
2024-09-30 $3,871 67
2024-06-30 $12,593 257
2024-03-31 $3,295 67
2023-12-31 $3,149 67
2023-09-30 $2,992 67
2023-06-30 $3,469 67
2023-03-31 $3,745 67
2022-12-31 $4,108 67
2022-09-30 $4,630 67
2022-06-30 $5,347 67
2022-03-31 $5,692 67
2021-12-31 $2,671 34
2021-09-30 $7,594 104
2021-06-30 $7,651 104
2021-03-31 $13,293 175
2020-12-31 $12,032 160
2020-09-30 $11,365 144
2020-06-30 $7,306 90
2020-03-31 $6,497 90

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