NWAM LLC

Position in D — Dominion Energy, Inc

CIK 1655006 MERCER ISLAND, WA

Position in D

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$495,785

-$747,044 QoQ

Shares Held

7,260

-63.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#849

of 1,537 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NWAM LLC holds $5,145,240 across 7 Utilities - Regulated Electric names. D ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	9,359	$1,184,662
2	SO	Southern Co	10,766	$1,030,413
3	EIX	Edison International	12,425	$925,041
4	NEE	Nextera Energy Inc	9,914	$870,151
5	D	Dominion Energy, Inc This page	7,260	$495,785
6	ES	Eversource Energy	4,734	$342,126
7	WEC	Wec Energy Group, Inc.	2,544	$297,062

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,785	7,260	-63.9%	Shares	Sole	2026-07-23
2026-03-31	$1,242,829	20,104	+189.7%	Shares	Sole	2026-05-04
2025-12-31	$406,614	6,940	-48.2%	Shares	Sole	2026-02-04
2025-09-30	$820,289	13,410	+255.8%	Shares	Sole	2026-02-04
2022-06-30	$300,803	3,769	-18.5%	Shares	Sole	2022-08-10
2022-03-31	$393,156	4,627	+51.8%	Shares	Sole	2022-05-12
2021-12-31	$239,450	3,048	+3.5%	Shares	Sole	2022-02-10
2021-09-30	$215,043	2,945	+3.8%	Shares	Sole	2021-11-03
2021-06-30	$208,644	2,836	-16.6%	Shares	Sole	2021-08-04
2021-03-31	$258,339	3,401	+15.2%	Shares	Sole	2021-04-23
2020-12-31	$221,990	2,952	-38.3%	Shares	Sole	2021-01-22
2020-06-30	$388,689	4,788	+7.4%	Shares	Sole	2020-07-21
2020-03-31	$321,750	4,457	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.