CAHABA WEALTH MANAGEMENT, INC.

Position in D — Dominion Energy, Inc

CIK 1716399 Atlanta, GA

Position in D

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$285,247

+$8,479 QoQ

Shares Held

4,177

-6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,047

of 1,537 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

CAHABA WEALTH MANAGEMENT, INC. holds $36,513,410 across 3 Utilities - Regulated Electric names. D ranks #3 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	373,857	$35,781,853
2	NEE	Nextera Energy Inc	5,085	$446,310
3	D	Dominion Energy, Inc This page	4,177	$285,247

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,247	4,177	-6.7%	Shares	Sole	2026-07-31
2026-03-31	$276,768	4,477	+2.8%	Shares	Sole	2026-04-29
2025-12-31	$255,042	4,353	+1.0%	Shares	Sole	2026-01-07
2025-09-30	$263,642	4,310	+1.0%	Shares	Sole	2025-10-17
2025-06-30	$241,170	4,267	-0.2%	Shares	Sole	2025-07-16
2025-03-31	$239,699	4,275	+2.4%	Shares	Sole	2025-05-01
2024-12-31	$224,865	4,175	+1.1%	Shares	Sole	2025-02-13
2024-09-30	$238,614	4,129	+1.1%	Shares	Sole	2024-10-18
2024-06-30	$200,214	4,086	+36.2%	Shares	Sole	2024-08-05
2022-09-30	$207,260	2,999	+1.4%	Shares	Sole	2022-10-19
2022-06-30	$236,157	2,959	-4.5%	Shares	Sole	2022-07-19
2022-03-31	$263,322	3,099	+6.5%	Shares	Sole	2022-05-05
2021-12-31	$228,609	2,910	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.