Patten Group, Inc.

Position in D — Dominion Energy, Inc

CIK 1633207 CHATTANOOGA, TN

Position in D

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,018,612

+$83,585 QoQ

Shares Held

14,916

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#611

of 1,533 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Patten Group, Inc. holds $7,011,296 across 4 Utilities - Regulated Electric names. D ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	37,780	$3,315,950
2	DUK	Duke Energy CORP	13,478	$1,706,044
3	D	Dominion Energy, Inc This page	14,916	$1,018,612
4	SO	Southern Co	10,142	$970,690

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,018,612	14,916	-1.4%	Shares	Sole	2026-08-06
2026-03-31	$935,027	15,125	-0.5%	Shares	Sole	2026-04-24
2025-12-31	$890,743	15,203	-1.5%	Shares	Sole	2026-01-23
2025-09-30	$943,914	15,431	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$878,546	15,544	+3.6%	Shares	Sole	2025-07-30
2025-03-31	$841,610	15,010	-0.6%	Shares	Sole	2025-05-14
2024-12-31	$813,286	15,100	-19.8%	Shares	Sole	2025-02-06
2024-09-30	$1,088,474	18,835	+12.0%	Shares	Sole	2024-10-08
2024-06-30	$824,131	16,819	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$826,687	16,806	-19.1%	Shares	Sole	2024-04-17
2023-12-31	$976,284	20,772	-2.0%	Shares	Sole	2024-01-10
2023-09-30	$947,138	21,203	-1.9%	Shares	Sole	2023-10-12
2023-06-30	$1,119,855	21,623	-3.3%	Shares	Sole	2023-07-26
2023-03-31	$1,249,644	22,351	+31.2%	Shares	Sole	2023-04-06
2022-12-31	$1,044,524	17,034	-33.8%	Shares	Sole	2023-02-10
2022-09-30	$1,777,854	25,725	+2.1%	Shares	Sole	2022-10-13
2022-06-30	$2,010,334	25,189	+0.1%	Shares	Sole	2022-07-18
2022-03-31	$2,138,949	25,173	-0.7%	Shares	Sole	2022-04-28
2021-12-31	$1,991,103	25,345	+19.1%	Shares	Sole	2022-01-20
2021-09-30	$1,553,719	21,278	+3.5%	Shares	Sole	2021-11-15
2021-06-30	$1,511,789	20,549	+11.8%	Shares	Sole	2021-08-03
2021-03-31	$1,396,220	18,381	+1.3%	Shares	Sole	2021-04-23
2020-12-31	$1,363,977	18,138	+14.0%	Shares	Sole	2021-02-02
2020-09-30	$1,255,618	15,908	+13.1%	Shares	Sole	2020-10-19
2020-06-30	$1,141,715	14,064	-0.8%	Shares	Sole	2020-07-20
2020-03-31	$1,023,365	14,176	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.