BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in D — Dominion Energy, Inc

CIK 1654599 MORRISTOWN, NJ

Position in D

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$42,339

+$4,011 QoQ

Shares Held

620

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,340

of 1,537 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Utilities · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $29,985,294 across 16 Utilities - Regulated Electric names. D ranks #11 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	139,413	$12,236,279
2	DUK	Duke Energy CORP	60,170	$7,616,318
3	PNW	Pinnacle West Capital Corp	65,932	$7,054,724
4	PEG	Public Service Enterprise Group Inc	28,137	$2,283,598
5	SO	Southern Co	1,725	$165,099
6	ED	Consolidated Edison Inc	1,285	$142,159
7	XEL	Xcel Energy Inc	1,736	$139,400
8	AEP	American Electric Power Co Inc	825	$112,868

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,339	620	0.0%	Shares	Sole	2026-07-08
2026-03-31	$38,328	620	-77.9%	Shares	Sole	2026-04-14
2022-06-30	$223,468	2,800	0.0%	Shares	Sole	2022-07-21
2022-03-31	$237,916	2,800	-3.9%	Shares	Sole	2022-05-12
2021-12-31	$228,923	2,914	-32.2%	Shares	Sole	2022-02-04
2021-09-30	$313,986	4,300	+48.3%	Shares	Sole	2021-11-09
2021-06-30	$213,353	2,900	-40.9%	Shares	Sole	2021-08-02
2021-03-31	$372,507	4,904	-0.5%	Shares	Sole	2021-05-21
2020-12-31	$370,660	4,929	-5.2%	Shares	Sole	2021-02-08
2020-09-30	$410,278	5,198	-89.2%	Shares	Sole	2020-10-29
2020-06-30	$3,920,831	48,298	+2.5%	Shares	Sole	2020-07-28
2020-03-31	$3,401,087	47,113	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.