USA FINANCIAL FORMULAS

Position in D — Dominion Energy, Inc

CIK 1633716 ADA, MI

Position in D

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$70,474

-$205,484 QoQ

Shares Held

1,140

-75.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

USA FINANCIAL FORMULAS holds $2,340,201 across 17 Utilities - Regulated Electric names. D ranks #9 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	7,510	$984,410
2	XEL	Xcel Energy Inc	9,197	$730,609
3	EIX	Edison International	1,356	$99,232
4	PCG	PG&E Corp	5,314	$93,366
5	CNP	Centerpoint Energy Inc	2,051	$88,521
6	ES	Eversource Energy	1,100	$76,208
7	FE	Firstenergy Corp	1,496	$75,787
8	ETR	Entergy Corp /De/	662	$74,382

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$70,474	1,140	-75.8%	Shares	Sole	2026-04-14
2025-12-31	$275,958	4,710	+193.6%	Shares	Sole	2026-01-14
2025-09-30	$98,116	1,604	-0.2%	Shares	Sole	2025-10-10
2025-06-30	$90,884	1,608	+32060.0%	Shares	Sole	2025-07-18
2023-06-30	$258	5	0.0%	Shares	Sole	2023-11-27
2023-03-31	$279	5	-97.2%	Shares	Sole	2023-11-27
2022-09-30	$12,439	180	+3500.0%	Shares	Sole	2022-10-24
2022-06-30	$399	5	0.0%	Shares	Sole	2022-08-15
2022-03-31	$424	5	0.0%	Shares	Sole	2022-08-16
2021-12-31	$392	5	-95.6%	Shares	Sole	2022-02-10
2021-09-30	$8,251	113	+2160.0%	Shares	Sole	2021-11-08
2021-06-30	$367	5	0.0%	Shares	Sole	2021-07-29
2021-03-31	$379	5	-90.6%	Shares	Sole	2021-05-06
2020-12-31	$3,985	53	+3.9%	Shares	Sole	2021-01-29
2020-09-30	$4,025	51	0.0%	Shares	Sole	2020-10-09
2020-06-30	$4,140	51	+920.0%	Shares	Sole	2020-08-11
2020-03-31	$360	5	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.