Fiduciary Group, LLC

Position in D — Dominion Energy, Inc

CIK 1645890 SAVANNAH, GA

Position in D

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$442,587

-$1,342 QoQ

Shares Held

6,481

-9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#884

of 1,533 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Fiduciary Group, LLC holds $12,399,095 across 7 Utilities - Regulated Electric names. D ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	90,779	$8,688,458
2	DUK	Duke Energy CORP	7,767	$983,146
3	NEE	Nextera Energy Inc	9,074	$796,424
4	EIX	Edison International	9,774	$727,674
5	D	Dominion Energy, Inc This page	6,481	$442,587
6	PEG	Public Service Enterprise Group Inc	5,401	$438,345
7	AEP	American Electric Power Co Inc	2,357	$322,461

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$442,587	6,481	-9.7%	Shares	Sole	2026-08-10
2026-03-31	$443,929	7,181	+1.4%	Shares	Sole	2026-05-11
2025-12-31	$414,934	7,082	-4.6%	Shares	Sole	2026-02-12
2025-09-30	$454,309	7,427	-2.2%	Shares	Sole	2025-11-12
2025-06-30	$429,099	7,592	-1.6%	Shares	Sole	2025-08-13
2025-03-31	$432,467	7,713	-6.9%	Shares	Sole	2025-04-28
2024-12-31	$446,230	8,285	-5.1%	Shares	Sole	2025-02-11
2024-09-30	$504,275	8,726	-4.9%	Shares	Sole	2024-11-13
2024-06-30	$449,771	9,179	-0.1%	Shares	Sole	2024-08-08
2024-03-31	$452,006	9,189	+8.0%	Shares	Sole	2024-05-13
2023-12-31	$399,876	8,508	-42.7%	Shares	Sole	2024-02-05
2023-09-30	$662,858	14,839	-22.6%	Shares	Sole	2023-11-13
2023-06-30	$993,280	19,179	-4.3%	Shares	Sole	2023-07-27
2023-03-31	$1,120,492	20,041	+6.6%	Shares	Sole	2023-05-15
2022-12-31	$1,153,306	18,808	+0.8%	Shares	Sole	2023-02-07
2022-09-30	$1,289,592	18,660	+42.8%	Shares	Sole	2022-11-14
2022-06-30	$1,042,957	13,068	+123.6%	Shares	Sole	2022-08-12
2022-03-31	$496,649	5,845	-0.1%	Shares	Sole	2022-05-13
2021-12-31	$459,497	5,849	+3.0%	Shares	Sole	2022-02-14
2021-09-30	$414,534	5,677	+6.4%	Shares	Sole	2021-10-27
2021-06-30	$392,569	5,336	-2.4%	Shares	Sole	2021-08-05
2021-03-31	$415,349	5,468	-91.4%	Shares	Sole	2021-05-03
2020-12-31	$4,794,902	63,762	-3.4%	Shares	Sole	2021-02-12
2020-09-30	$5,208,748	65,992	+2.8%	Shares	Sole	2020-11-12
2020-06-30	$5,210,294	64,182	+3.4%	Shares	Sole	2020-08-14
2020-03-31	$4,481,555	62,080	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.