Cornerstone Wealth Management, LLC

Position in D — Dominion Energy, Inc

CIK 1674117 ST. PETERS, MO

Position in D

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$468,196

+$33,911 QoQ

Shares Held

6,856

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#867

of 1,537 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $18,310,933 across 12 Utilities - Regulated Electric names. D ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	59,870	$6,623,418
2	AEE	Ameren Corp	27,382	$3,095,261
3	NEE	Nextera Energy Inc	31,040	$2,724,380
4	DUK	Duke Energy CORP	18,986	$2,403,247
5	AEP	American Electric Power Co Inc	5,812	$795,139
6	SO	Southern Co	7,680	$735,052
7	D	Dominion Energy, Inc This page	6,856	$468,196
8	ES	Eversource Energy	5,355	$387,005

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,196	6,856	-2.4%	Shares	Sole	2026-07-22
2026-03-31	$434,285	7,025	-4.0%	Shares	Sole	2026-04-24
2025-12-31	$428,644	7,316	-3.1%	Shares	Sole	2026-02-05
2025-09-30	$461,894	7,551	-2.2%	Shares	Sole	2025-11-04
2025-06-30	$436,447	7,722	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$432,748	7,718	+1.3%	Shares	Sole	2025-04-18
2024-12-31	$410,359	7,619	+0.8%	Shares	Sole	2025-01-21
2024-09-30	$436,834	7,559	+44.1%	Shares	Sole	2024-10-16
2024-06-30	$256,956	5,244	+21.3%	Shares	Sole	2024-07-16
2024-03-31	$212,648	4,323	-0.8%	Shares	Sole	2024-04-19
2023-12-31	$204,920	4,360	+19.7%	Shares	Sole	2024-01-10
2023-03-31	$203,624	3,642	+42.7%	Shares	Sole	2023-05-15
2021-12-31	$200,563	2,553	-7.3%	Shares	Sole	2022-02-14
2020-09-30	$217,452	2,755	-30.4%	Shares	Sole	2020-10-13
2020-06-30	$321,310	3,958	+3.2%	Shares	Sole	2020-07-16
2020-03-31	$276,776	3,834	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.