Stamos Capital Partners, L.P.

Position in D — Dominion Energy, Inc

CIK 1705399 Menlo Park, CA

Position in D

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,367,409

-$64,466 QoQ

Shares Held

34,667

-11.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#413

of 1,537 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $17,057,018 across 5 Utilities - Regulated Electric names. D ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	88,811	$7,794,941
2	AEP	American Electric Power Co Inc	17,410	$2,381,862
3	D	Dominion Energy, Inc This page	34,667	$2,367,409
4	SO	Southern Co	23,816	$2,279,429
5	DUK	Duke Energy CORP	17,644	$2,233,377

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,367,409	34,667	-11.9%	Shares	Sole	2026-08-13
2026-03-31	$2,431,875	39,338	-0.8%	Shares	Sole	2026-05-14
2025-12-31	$2,323,386	39,655	+30.5%	Shares	Sole	2026-02-12
2025-09-30	$1,858,099	30,376	-34.7%	Shares	Sole	2025-11-13
2025-06-30	$2,628,123	46,499	+20.7%	Shares	Sole	2025-08-14
2025-03-31	$2,160,489	38,532	-8.4%	Shares	Sole	2025-05-14
2024-12-31	$2,265,890	42,070	+17.8%	Shares	Sole	2025-02-13
2024-09-30	$2,064,258	35,720	-35.6%	Shares	Sole	2024-11-13
2024-06-30	$2,718,030	55,470	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.