Patriot Financial Group Insurance Agency, LLC
InsurancePosition in D — Dominion Energy, Inc
CIK 1694883
Westborough, MA
Position in D
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$856,561
+$464,128 QoQ
Shares Held
12,543
+97.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#665
of 1,537 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Derivatives in D
reported options exposure · as of Dec 31, 2025CallValue
$1,107,351
CallShares
18,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $10,684,989 across 11 Utilities - Regulated Electric names. D ranks #8 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,429 | $1,968,593 | |
| 2 | AEP |
American Electric Power Co Inc
|
11,231 | $1,536,513 | |
| 3 | DUK |
Duke Energy CORP
|
10,020 | $1,268,331 | |
| 4 | ETR |
Entergy Corp /De/
|
10,146 | $1,165,369 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
9,188 | $1,072,882 | |
| 6 | SO |
Southern Co
|
9,943 | $951,644 | |
| 7 | EIX |
Edison International
|
11,893 | $885,433 | |
| 8 | D |
Dominion Energy, Inc
This page
|
12,543 | $856,561 |
All Filings in D
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,561 | 12,543 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $392,433 | 6,348 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $552,386 | 9,428 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $1,107,351 | 18,900 | Call | Sole | 2026-01-26 | |
| 2023-12-31 | $371,864 | 7,912 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $348,649 | 7,805 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $372,370 | 7,190 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $410,882 | 7,349 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $421,758 | 6,878 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $441,336 | 6,386 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $507,671 | 6,361 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $474,217 | 5,581 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $494,849 | 6,299 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $448,488 | 6,142 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $400,956 | 5,450 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $345,086 | 4,543 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $284,632 | 3,785 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $164,016 | 2,078 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $164,957 | 2,032 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $111,966 | 1,551 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||