WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in D — Dominion Energy, Inc
CIK 1632972
PLYMOUTH, MN
Position in D
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$29,006,723
+$5,544,921 QoQ
Shares Held
424,758
+11.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#117
of 1,537 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. D ranks #9 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
665,748 | $84,270,381 | |
| 2 | NEE |
Nextera Energy Inc
|
755,696 | $66,327,437 | |
| 3 | SO |
Southern Co
|
570,498 | $54,602,363 | |
| 4 | AEP |
American Electric Power Co Inc
|
282,817 | $38,692,193 | |
| 5 | EXC |
Exelon Corp
|
807,705 | $37,655,207 | |
| 6 | ED |
Consolidated Edison Inc
|
338,224 | $37,417,721 | |
| 7 | XEL |
Xcel Energy Inc
|
401,620 | $32,250,086 | |
| 8 | EIX |
Edison International
|
410,379 | $30,552,716 |
All Filings in D
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,006,723 | 424,758 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $23,461,802 | 379,518 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $27,038,113 | 461,480 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $25,327,071 | 414,044 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,805,043 | 315,022 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $14,900,041 | 265,740 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,128,321 | 243,749 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $6,247,792 | 108,112 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,568,311 | 113,639 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,393,634 | 109,649 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,793,013 | 101,979 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,048,514 | 113,018 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $492,160 | 9,503 | Shares | Sole | 2023-07-21 | |
| 2022-12-31 | $3,152,461 | 51,410 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,870,505 | 56,005 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,384,981 | 42,413 | Shares | Sole | 2022-07-18 | |
| 2020-03-31 | $2,914,454 | 40,372 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||