Sowell Financial Services LLC

Position in D — Dominion Energy, Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in D

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$317,548

+$31,136 QoQ

Shares Held

4,650

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,007

of 1,537 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. D ranks #18 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	30,590	$3,872,082
2	FE	Firstenergy Corp	69,833	$3,319,860
3	ETR	Entergy Corp /De/	25,483	$2,926,977
4	NEE	Nextera Energy Inc	28,521	$2,503,288
5	SO	Southern Co	24,007	$2,297,709
6	EXC	Exelon Corp	18,943	$883,122
7	PNW	Pinnacle West Capital Corp	7,785	$832,995
8	AEP	American Electric Power Co Inc	4,439	$607,299

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,548	4,650	+0.4%	Shares	Sole	2026-07-20
2026-03-31	$286,412	4,633	+19.2%	Shares	Sole	2026-04-20
2025-12-31	$227,739	3,887	-4.2%	Shares	Sole	2026-01-21
2025-09-30	$248,227	4,058	-20.9%	Shares	Sole	2025-10-17
2025-06-30	$289,947	5,130	-8.3%	Shares	Sole	2025-07-14
2025-03-31	$313,711	5,595	+17.3%	Shares	Sole	2025-04-17
2023-03-31	$266,578	4,768	+8.6%	Shares	Sole	2023-05-12
2021-03-31	$333,388	4,389	-2.6%	Shares	Sole	2021-05-07
2020-12-31	$338,700	4,504	-35.4%	Shares	Sole	2021-01-13
2020-09-30	$550,063	6,969	-9.3%	Shares	Sole	2020-11-12
2020-06-30	$623,543	7,681	+33.6%	Shares	Sole	2020-08-13
2020-03-31	$415,164	5,751	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.