IFP Advisors, Inc

Position in D — Dominion Energy, Inc

CIK 1641866 TAMPA, FL

Position in D

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

Position Value

$1,740,302

+$33,267 QoQ

Shares Held

25,484

-7.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#480

of 1,536 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. D ranks #7 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	41,174	$5,211,804
2	NEE	Nextera Energy Inc	55,230	$4,847,537
3	PPL	PPL Corp	123,238	$4,479,701
4	SO	Southern Co	35,414	$3,389,473
5	ETR	Entergy Corp /De/	24,127	$2,771,227
6	EIX	Edison International	27,478	$2,045,737
7	D	Dominion Energy, Inc This page	25,484	$1,740,302
8	WEC	Wec Energy Group, Inc.	14,731	$1,720,138

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,740,302	25,484	-7.7%	Shares	Sole	2026-07-20
2026-03-31	$1,707,035	27,613	-5.4%	Shares	Sole	2026-04-13
2025-12-31	$1,710,652	29,197	+196.0%	Shares	Sole	2026-02-06
2025-09-30	$603,380	9,864	-41.0%	Shares	Sole	2026-02-06
2025-06-30	$944,618	16,713	-2.3%	Shares	Sole	2025-07-24
2025-03-31	$959,581	17,114	+208.7%	Shares	Sole	2025-05-05
2024-12-31	$298,599	5,544	-0.3%	Shares	Sole	2025-02-04
2024-09-30	$321,312	5,560	+2.6%	Shares	Sole	2025-02-04
2024-06-30	$265,482	5,418	-17.9%	Shares	Sole	2024-07-30
2024-03-31	$324,604	6,599	-8.7%	Shares	Sole	2024-07-30
2023-12-31	$339,857	7,231	-3.8%	Shares	Sole	2024-01-09
2023-09-30	$335,873	7,519	-51.2%	Shares	Sole	2023-10-12
2023-06-30	$798,032	15,409	-15.6%	Shares	Sole	2023-08-04
2023-03-31	$1,020,301	18,249	-69.4%	Shares	Sole	2023-04-18
2022-12-31	$4,641	59,674	+6.4%	Shares	Sole	2023-02-07
2022-09-30	$3,876,587	56,093	+39125.9%	Shares	Sole	2022-11-08
2022-06-30	$11,412	143	-99.2%	Shares	Sole	2022-08-12
2022-03-31	$1,510,341	17,775	+0.4%	Shares	Sole	2022-08-08
2021-12-31	$1,390,590	17,701	+5.3%	Shares	Sole	2022-01-12
2021-09-30	$1,227,539	16,811	+25.0%	Shares	Sole	2021-10-06
2021-06-30	$989,369	13,448	+5.8%	Shares	Sole	2021-07-13
2021-03-31	$965,071	12,705	-11.8%	Shares	Sole	2021-04-30
2020-12-31	$1,083,105	14,403	+3.4%	Shares	Sole	2021-01-25
2020-09-30	$1,099,100	13,925	-13.9%	Shares	Sole	2020-10-29
2020-06-30	$1,312,842	16,172	+33.7%	Shares	Sole	2020-08-05
2020-03-31	$872,993	12,093	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.