Measured Wealth Private Client Group, LLC

Position in D — Dominion Energy, Inc

CIK 1720235 PORTSMOUTH, NH

Position in D

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,214

+$589 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,470

of 1,537 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $3,375,423 across 19 Utilities - Regulated Electric names. D ranks #19 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ES	Eversource Energy	20,931	$1,512,683
2	NEE	Nextera Energy Inc	4,220	$370,389
3	EIX	Edison International	4,901	$364,879
4	EXC	Exelon Corp	5,120	$238,694
5	SO	Southern Co	2,030	$194,291
6	WEC	Wec Energy Group, Inc.	1,412	$164,879
7	DUK	Duke Energy CORP	1,029	$130,250
8	OGE	Oge Energy Corp.	1,605	$78,099

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,214	91	0.0%	Shares	Sole	2026-08-10
2026-03-31	$5,625	91	0.0%	Shares	Sole	2026-05-13
2025-12-31	$5,331	91	0.0%	Shares	Sole	2026-02-10
2025-09-30	$5,566	91	-96.7%	Shares	Sole	2025-11-14
2021-06-30	$202,170	2,748	0.0%	Shares	Sole	2021-08-05
2021-03-31	$208,738	2,748	-4.5%	Shares	Sole	2021-05-04
2020-12-31	$216,275	2,876	-3.4%	Shares	Sole	2021-01-20
2020-09-30	$234,895	2,976	-10.5%	Shares	Sole	2020-10-15
2020-06-30	$269,923	3,325	+15.9%	Shares	Sole	2020-08-03
2020-03-31	$207,040	2,868	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.