SevenBridge Financial Group, LLC

Position in D — Dominion Energy, Inc

CIK 1673954 HARRISBURG, PA

Position in D

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

Position Value

$466,215

+$44,170 QoQ

Shares Held

6,827

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#869

of 1,535 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Utilities · as of Jun 30, 2026

SevenBridge Financial Group, LLC holds $12,291,841 across 5 Utilities - Regulated Electric names. D ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	48,130	$6,092,295
2	NEE	Nextera Energy Inc	56,976	$5,000,783
3	SO	Southern Co	4,873	$466,394
4	D	Dominion Energy, Inc This page	6,827	$466,215
5	PPL	PPL Corp	7,322	$266,154

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,215	6,827	0.0%	Shares	Sole	2026-08-12
2026-03-31	$422,045	6,827	+2.0%	Shares	Sole	2026-04-23
2025-12-31	$392,201	6,694	+26.3%	Shares	Sole	2026-02-02
2025-09-30	$324,078	5,298	+39.9%	Shares	Sole	2025-11-13
2025-06-30	$214,097	3,788	-77.2%	Shares	Sole	2025-09-04
2022-12-31	$1,020,242	16,638	-5.1%	Shares	Sole	2023-01-26
2022-09-30	$1,211,636	17,532	-4.1%	Shares	Sole	2022-10-17
2022-06-30	$1,458,926	18,280	-4.3%	Shares	Sole	2022-07-12
2022-03-31	$1,623,776	19,110	-6.2%	Shares	Sole	2022-04-15
2021-12-31	$1,599,952	20,366	-5.3%	Shares	Sole	2022-01-20
2021-09-30	$1,569,637	21,496	-6.5%	Shares	Sole	2021-10-14
2021-06-30	$1,691,815	22,996	+0.0%	Shares	Sole	2021-07-26
2021-03-31	$1,746,548	22,993	-4.5%	Shares	Sole	2021-04-20
2020-12-31	$1,810,665	24,078	+1.9%	Shares	Sole	2021-01-19
2020-09-30	$1,864,168	23,618	-2.7%	Shares	Sole	2020-10-22
2020-06-30	$1,971,293	24,283	+2.4%	Shares	Sole	2020-07-24
2020-03-31	$1,711,769	23,712	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.