RFG Advisory, LLC

Position in D — Dominion Energy, Inc

CIK 1633387 BIRMINGHAM, AL

Position in D

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$596,649

+$198,591 QoQ

Shares Held

8,737

+35.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#771

of 1,537 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RFG Advisory, LLC holds $23,364,074 across 14 Utilities - Regulated Electric names. D ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	112,668	$10,783,454
2	NEE	Nextera Energy Inc	43,944	$3,856,964
3	WEC	Wec Energy Group, Inc.	24,716	$2,886,087
4	DUK	Duke Energy CORP	11,978	$1,516,175
5	XEL	Xcel Energy Inc	7,926	$636,457
6	D	Dominion Energy, Inc This page	8,737	$596,649
7	AEP	American Electric Power Co Inc	3,656	$500,177
8	ETR	Entergy Corp /De/	4,181	$480,229

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,649	8,737	+35.7%	Shares	Sole	2026-07-15
2026-03-31	$398,058	6,439	+3.7%	Shares	Sole	2026-04-20
2025-12-31	$363,961	6,212	-3.4%	Shares	Sole	2026-02-03
2025-09-30	$393,445	6,432	-44.0%	Shares	Sole	2025-11-06
2025-06-30	$648,906	11,481	+72.3%	Shares	Sole	2025-07-28
2025-03-31	$373,706	6,665	+81.7%	Shares	Sole	2025-04-09
2024-09-30	$211,973	3,668	-28.4%	Shares	Sole	2024-10-17
2023-12-31	$240,734	5,122	-35.1%	Shares	Sole	2024-01-25
2023-09-30	$352,446	7,890	-66.9%	Shares	Sole	2023-10-16
2023-06-30	$1,232,653	23,801	+0.1%	Shares	Sole	2023-08-03
2023-03-31	$1,329,651	23,782	-9.4%	Shares	Sole	2023-05-09
2022-12-31	$1,609,282	26,244	+15.5%	Shares	Sole	2023-02-15
2022-09-30	$1,570,801	22,729	-7.3%	Shares	Sole	2022-11-10
2022-06-30	$1,956,941	24,520	+866.5%	Shares	Sole	2022-08-09
2020-09-30	$200,245	2,537	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.