OSAIC HOLDINGS, INC.

Position in D — Dominion Energy, Inc

CIK 1677044 SCOTTSDALE, AZ

Back to D Full portfolio

Position in D

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$20,224,412

+$921,762 QoQ

Shares Held

327,150

-0.7% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 27.051811095827606.ToString("F0")% Shared 0.ToString("F0")% None 72.9481889041724.ToString("F0")%

Common Shares in D Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $467,748,699 across 42 Utilities - Regulated Electric names. D ranks #6 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,095,389	$101,739,728
2	DUK	Duke Energy CORP	571,832	$74,875,679
3	SO	Southern Co	550,002	$53,086,191
4	AEP	American Electric Power Co Inc	221,219	$28,997,384
5	WEC	Wec Energy Group, Inc.	237,301	$27,472,336
6	D	Dominion Energy, Inc This page	327,150	$20,224,412
7	ED	Consolidated Edison Inc	166,390	$18,832,018
8	DTE	Dte Energy Co	100,829	$14,743,214

All Filings in D

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,224,412	327,150	-0.7%	Shares	Defined	2026-05-15
2025-12-31	$19,302,650	329,453	-11.9%	Shares	Defined	2026-02-17
2025-09-30	$22,882,838	374,086	+37.5%	Shares	Sole	2025-11-14
2025-06-30	$15,378,017	272,081	+24.9%	Shares	Defined	2025-09-04
2025-03-31	$12,218,942	217,923	-4.3%	Shares	Defined	2025-05-12
2024-12-31	$12,267,636	227,769	+6.9%	Shares	Defined	2025-06-06
2024-09-30	$12,314,929	213,098	-2.8%	Shares	Defined	2024-11-13
2024-06-30	$10,737,958	219,142	-14.6%	Shares	Defined	2024-08-13
2024-03-31	$12,620,282	256,562	-32.8%	Shares	Defined	2024-05-10
2023-12-31	$17,949,582	381,906	-26.5%	Shares	Defined	2024-02-12
2023-09-30	$23,213,208	519,660	+33.9%	Shares	Defined	2023-11-13
2023-06-30	$20,096,897	388,046	-15.0%	Shares	Defined	2023-08-21
2023-03-31	$25,511,391	456,294	+0.9%	Shares	Defined	2023-05-12
2022-12-31	$27,734,479	452,291	+16.2%	Shares	Defined	2023-02-10
2022-09-30	$26,897,538	389,199	+2.5%	Shares	Defined	2022-11-14
2022-06-30	$30,296,191	379,604	+8.0%	Shares	Defined	2022-08-10
2022-03-31	$29,854,374	351,352	+5.1%	Shares	Defined	2022-05-04
2021-12-31	$26,254,121	334,192	+4.7%	Shares	Defined	2022-02-03
2021-09-30	$23,307,321	319,191	+1.1%	Shares	Defined	2021-11-05
2021-06-30	$23,217,363	315,582	+2.9%	Shares	Defined	2021-08-02
2021-03-31	$23,302,397	306,772	+6.7%	Shares	Defined	2021-05-13
2020-12-31	$21,622,553	287,534	-12.0%	Shares	Defined	2021-02-10
2020-09-30	$25,779,242	326,609	+0.2%	Shares	Defined	2020-11-12
2020-06-30	$26,462,402	325,972	-51.6%	Shares	Defined	2020-08-14
2020-03-31	$48,636,201	673,725	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.