Clearstead Trust, LLC

Position in D — Dominion Energy, Inc

CIK 1708001 PORTLAND, ME

Position in D

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$35,305

-$8,092 QoQ

Shares Held

517

-26.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,350

of 1,537 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Trust, LLC holds $6,910,406 across 22 Utilities - Regulated Electric names. D ranks #10 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	18,600	$2,171,922
2	NEE	Nextera Energy Inc	24,109	$2,116,046
3	ED	Consolidated Edison Inc	8,200	$907,166
4	SO	Southern Co	7,271	$695,907
5	DUK	Duke Energy CORP	2,705	$342,398
6	AEE	Ameren Corp	2,053	$232,071
7	ETR	Entergy Corp /De/	850	$97,631
8	EXC	Exelon Corp	1,591	$74,172

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,305	517	-26.4%	Shares	Sole	2026-08-06
2026-03-31	$43,397	702	-2.0%	Shares	Sole	2026-05-06
2025-12-31	$41,950	716	-1.8%	Shares	Sole	2026-02-09
2025-09-30	$44,592	729	-6.1%	Shares	Sole	2025-11-10
2025-06-30	$43,859	776	-15.2%	Shares	Sole	2025-08-08
2025-03-31	$51,304	915	+70.1%	Shares	Sole	2025-05-09
2024-12-31	$28,976	538	0.0%	Shares	Sole	2025-02-10
2024-09-30	$31,091	538	0.0%	Shares	Sole	2024-11-13
2024-06-30	$26,362	538	0.0%	Shares	Sole	2024-08-09
2024-03-31	$26,464	538	-21.2%	Shares	Sole	2024-05-10
2023-12-31	$32,101	683	-53.1%	Shares	Sole	2024-02-06
2023-09-30	$65,039	1,456	-39.3%	Shares	Sole	2023-11-13
2023-06-30	$124,244	2,399	+0.5%	Shares	Sole	2023-08-08
2023-03-31	$133,457	2,387	+0.5%	Shares	Sole	2023-05-10
2022-12-31	$145,696	2,376	+0.4%	Shares	Sole	2023-02-01
2022-09-30	$163,514	2,366	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.