Aptus Capital Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 1664193 FAIRHOPE, AL

Position in D

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$974,020

+$95,187 QoQ

Shares Held

14,263

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#627

of 1,537 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Utilities · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $105,821,940 across 20 Utilities - Regulated Electric names. D ranks #10 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	342,150	$32,747,176
2	DUK	Duke Energy CORP	221,444	$28,030,381
3	NEE	Nextera Energy Inc	249,800	$21,924,945
4	IDA	Idacorp Inc	64,018	$9,685,923
5	XEL	Xcel Energy Inc	31,270	$2,510,981
6	ETR	Entergy Corp /De/	14,271	$1,639,167
7	ED	Consolidated Edison Inc	13,170	$1,456,997
8	AEP	American Electric Power Co Inc	10,547	$1,442,935

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$974,020	14,263	+0.3%	Shares	Sole	2026-08-12
2026-03-31	$878,833	14,216	-41.0%	Shares	Other	2026-05-11
2025-12-31	$1,411,666	24,094	+10.3%	Shares	Sole	2026-02-13
2025-09-30	$1,335,646	21,835	+7.9%	Shares	Sole	2025-11-12
2025-06-30	$1,143,681	20,235	+4.3%	Shares	Sole	2025-08-11
2025-03-31	$1,087,364	19,393	+54.3%	Shares	Sole	2025-05-13
2024-12-31	$677,019	12,570	+34.9%	Shares	Sole	2025-02-14
2024-09-30	$538,544	9,319	-3.3%	Shares	Sole	2024-11-05
2024-06-30	$472,262	9,638	+19.8%	Shares	Sole	2024-07-31
2024-03-31	$395,635	8,043	+25.9%	Shares	Sole	2024-05-15
2023-12-31	$300,142	6,386	-62.0%	Shares	Sole	2024-02-13
2023-09-30	$750,053	16,791	+43.4%	Shares	Other	2023-11-08
2023-06-30	$606,616	11,713	-6.4%	Shares	Sole	2023-08-11
2023-03-31	$699,881	12,518	+391.5%	Shares	Sole	2023-05-09
2022-06-30	$203,276	2,547	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.