KESTRA PRIVATE WEALTH SERVICES, LLC

Position in D — Dominion Energy, Inc

CIK 1649451 AUSTIN, TX

Position in D

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,743,345

-$1,556,174 QoQ

Shares Held

40,172

-42.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#384

of 1,535 holders

Holding Since

Sep 2020

24 quarters on record

Utilities · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $75,359,532 across 22 Utilities - Regulated Electric names. D ranks #8 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	278,369	$24,432,447
2	DUK	Duke Energy CORP	77,585	$9,820,709
3	AEP	American Electric Power Co Inc	56,760	$7,765,335
4	SO	Southern Co	75,860	$7,260,560
5	WEC	Wec Energy Group, Inc.	36,622	$4,276,350
6	PEG	Public Service Enterprise Group Inc	40,649	$3,299,072
7	ETR	Entergy Corp /De/	26,034	$2,990,265
8	D	Dominion Energy, Inc This page	40,172	$2,743,345

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,743,345	40,172	-42.2%	Shares	Sole	2026-07-28
2026-03-31	$4,299,519	69,549	+12.6%	Shares	Sole	2026-04-20
2025-12-31	$3,618,108	61,753	-3.4%	Shares	Sole	2026-01-29
2025-09-30	$3,912,310	63,958	+2.3%	Shares	Sole	2025-11-17
2025-06-30	$3,534,252	62,531	+16.0%	Shares	Sole	2025-08-07
2025-03-31	$3,021,836	53,894	+22.8%	Shares	Sole	2025-05-05
2024-12-31	$2,363,538	43,883	-3.9%	Shares	Sole	2025-01-28
2024-09-30	$2,640,078	45,684	+40.4%	Shares	Sole	2024-11-13
2024-06-30	$1,594,068	32,532	+31.8%	Shares	Sole	2024-08-12
2024-03-31	$1,214,058	24,681	+5.7%	Shares	Sole	2024-05-02
2023-12-31	$1,097,074	23,342	-7.1%	Shares	Sole	2024-02-05
2023-09-30	$1,122,065	25,119	-0.5%	Shares	Sole	2023-11-08
2023-06-30	$1,307,697	25,250	+5.2%	Shares	Sole	2023-08-08
2023-03-31	$1,342,231	24,007	+4.4%	Shares	Sole	2023-05-12
2022-12-31	$1,409,562	22,987	+7.0%	Shares	Sole	2023-02-01
2022-09-30	$1,485,173	21,490	+12.7%	Shares	Sole	2022-11-14
2022-06-30	$1,521,976	19,070	+16.0%	Shares	Sole	2022-08-12
2022-03-31	$1,397,246	16,444	-5.8%	Shares	Sole	2022-07-21
2021-12-31	$1,371,264	17,455	-8.0%	Shares	Sole	2022-07-21
2021-09-30	$1,384,678	18,963	+47.3%	Shares	Sole	2022-07-26
2021-06-30	$947,287	12,876	-2.4%	Shares	Sole	2022-07-27
2021-03-31	$1,001,684	13,187	+8.3%	Shares	Sole	2022-07-27
2020-12-31	$915,785	12,178	+20.3%	Shares	Sole	2022-07-28
2020-09-30	$799,166	10,125	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.