AE Wealth Management LLC

Position in D — Dominion Energy, Inc

CIK 1697723 TOPEKA, KS

Position in D

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$32,323,605

+$7,504,674 QoQ

Shares Held

522,867

+23.4% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

AE Wealth Management LLC holds $397,899,540 across 26 Utilities - Regulated Electric names. D ranks #2 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	338,993	$44,435,168
2	D	Dominion Energy, Inc This page	522,867	$32,323,605
3	ES	Eversource Energy	380,321	$26,348,611
4	EIX	Edison International	348,792	$25,524,573
5	EXC	Exelon Corp	501,219	$24,569,720
6	WEC	Wec Energy Group, Inc.	203,445	$23,552,796
7	FE	Firstenergy Corp	463,287	$23,470,093
8	CMS	Cms Energy Corp	290,135	$22,508,643

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,323,605	522,867	+23.4%	Shares	Other	2026-05-13
2025-12-31	$24,818,931	423,604	+4.3%	Shares	Other	2026-01-26
2025-09-30	$24,837,746	406,045	+8.1%	Shares	Other	2025-11-03
2025-06-30	$21,224,874	375,529	+8.2%	Shares	Other	2025-08-06
2025-03-31	$19,462,940	347,119	+14.2%	Shares	Other	2025-05-06
2024-12-31	$16,365,720	303,857	+7.7%	Shares	Other	2025-02-13
2024-09-30	$16,296,944	282,003	-2.3%	Shares	Other	2024-11-14
2024-06-30	$14,136,402	288,498	-0.4%	Shares	Other	2024-08-12
2024-03-31	$14,244,382	289,579	-29.2%	Shares	Other	2024-05-15
2023-12-31	$19,212,895	408,785	-6.5%	Shares	Sole	2024-02-14
2023-09-30	$19,529,411	437,193	-1.4%	Shares	Sole	2023-10-11
2023-06-30	$22,964,359	443,413	+243.7%	Shares	Sole	2023-07-10
2023-03-31	$7,212,501	129,002	-3.5%	Shares	Sole	2023-04-14
2022-12-31	$8,193,087	133,612	-7.2%	Shares	Sole	2023-01-31
2022-09-30	$9,948,315	143,949	-41.9%	Shares	Sole	2022-10-25
2022-06-30	$19,763,430	247,631	+26.0%	Shares	Sole	2022-08-03
2022-03-31	$16,694,650	196,477	+8.2%	Shares	Sole	2022-04-18
2021-12-31	$14,262,568	181,550	+9.8%	Shares	Sole	2022-01-20
2021-09-30	$12,077,946	165,406	+14.6%	Shares	Sole	2021-11-01
2021-06-30	$10,619,167	144,341	+26.6%	Shares	Sole	2021-07-21
2021-03-31	$8,661,946	114,033	-11.7%	Shares	Sole	2021-04-27
2020-12-31	$9,711,854	129,147	-1.9%	Shares	Sole	2021-02-01
2020-09-30	$10,387,819	131,608	-2.4%	Shares	Sole	2020-11-06
2020-06-30	$10,946,717	134,845	+28.7%	Shares	Sole	2020-08-05
2020-03-31	$7,561,252	104,741	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.