Capital Asset Advisory Services LLC

Position in D — Dominion Energy, Inc

CIK 1666024 Williamston, MI

Position in D

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$695,806

+$135,470 QoQ

Shares Held

10,189

+12.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#727

of 1,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Capital Asset Advisory Services LLC holds $5,351,885 across 7 Utilities - Regulated Electric names. D ranks #2 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	27,899	$2,448,695
2	D	Dominion Energy, Inc This page	10,189	$695,806
3	DTE	Dte Energy Co	4,236	$645,439
4	SO	Southern Co	6,298	$602,781
5	DUK	Duke Energy CORP	2,730	$345,563
6	WEC	Wec Energy Group, Inc.	2,696	$314,811
7	PCG	PG&E Corp	17,764	$298,790

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$695,806	10,189	+12.4%	Shares	Sole	2026-08-14
2026-03-31	$560,336	9,064	-8.0%	Shares	Sole	2026-04-24
2025-12-31	$576,994	9,848	-7.7%	Shares	Sole	2026-01-09
2025-09-30	$652,439	10,666	-0.1%	Shares	Sole	2025-10-02
2025-06-30	$603,464	10,677	+0.1%	Shares	Sole	2025-07-07
2025-03-31	$598,154	10,668	+9.8%	Shares	Sole	2025-04-09
2024-12-31	$523,519	9,720	+4.2%	Shares	Sole	2025-01-22
2024-09-30	$539,007	9,327	+32.2%	Shares	Sole	2024-10-17
2024-06-30	$345,597	7,053	-23.2%	Shares	Sole	2024-07-24
2024-03-31	$451,810	9,185	-3.5%	Shares	Sole	2024-04-16
2023-12-31	$447,252	9,516	-23.8%	Shares	Sole	2024-01-09
2023-09-30	$557,838	12,488	+2.4%	Shares	Sole	2023-10-18
2023-06-30	$631,320	12,190	+1.4%	Shares	Sole	2023-08-02
2023-03-31	$671,982	12,019	-0.0%	Shares	Sole	2023-05-12
2022-12-31	$737,311	12,024	+0.0%	Shares	Sole	2023-03-08
2022-09-30	$830,909	12,023	+22.5%	Shares	Sole	2022-11-14
2022-06-30	$783,255	9,814	+50.6%	Shares	Sole	2022-08-11
2022-03-31	$553,664	6,516	-12.4%	Shares	Sole	2022-04-29
2021-12-31	$584,093	7,435	-0.3%	Shares	Sole	2022-02-04
2021-09-30	$544,729	7,460	+18.0%	Shares	Sole	2021-10-14
2021-06-30	$465,109	6,322	-6.5%	Shares	Sole	2021-08-06
2021-03-31	$513,793	6,764	+42.0%	Shares	Sole	2021-05-13
2020-12-31	$358,102	4,762	-59.4%	Shares	Sole	2021-03-02
2020-09-30	$926,874	11,743	-0.5%	Shares	Sole	2020-11-18
2020-06-30	$958,492	11,807	+167.2%	Shares	Sole	2020-08-14
2020-03-31	$318,935	4,418	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.