PERSONAL CFO SOLUTIONS, LLC

Position in D — Dominion Energy, Inc

CIK 1677501 CHESTER, NJ

Position in D

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$1,300,136

-$105,203 QoQ

Shares Held

21,031

-12.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Mar 31, 2026

PERSONAL CFO SOLUTIONS, LLC holds $7,985,869 across 12 Utilities - Regulated Electric names. D ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	13,834	$1,335,257
2	D	Dominion Energy, Inc This page	21,031	$1,300,136
3	NEE	Nextera Energy Inc	11,455	$1,063,940
4	DUK	Duke Energy CORP	5,223	$683,899
5	PEG	Public Service Enterprise Group Inc	8,315	$673,099
6	AEP	American Electric Power Co Inc	4,326	$567,052
7	XEL	Xcel Energy Inc	7,082	$562,594
8	PPL	PPL Corp	13,395	$511,689

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,300,136	21,031	-12.3%	Shares	Sole	2026-04-30
2025-12-31	$1,405,339	23,986	+3.4%	Shares	Defined	2026-01-22
2025-09-30	$1,419,144	23,200	-1.4%	Shares	Defined	2025-11-10
2025-06-30	$1,330,141	23,534	+3.0%	Shares	Defined	2025-08-12
2025-03-31	$1,280,694	22,841	-1.8%	Shares	Defined	2025-04-30
2024-12-31	$1,252,945	23,263	-0.2%	Shares	Defined	2025-02-07
2024-09-30	$1,346,795	23,305	+0.5%	Shares	Defined	2024-11-14
2024-06-30	$1,136,114	23,186	+0.7%	Shares	Defined	2024-08-09
2024-03-31	$1,132,206	23,017	+143.8%	Shares	Defined	2024-05-13
2023-12-31	$443,774	9,442	+45.1%	Shares	Defined	2024-02-13
2023-09-30	$290,578	6,505	+30.2%	Shares	Defined	2023-11-13
2023-06-30	$258,794	4,997	—	Shares	Defined	2023-08-10
No filing history on record for this holder in this stock.