Sawyer & Company, Inc

Position in D — Dominion Energy, Inc

CIK 1722436 BOSTON, MA

Position in D

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$100,333

+$2,078 QoQ

Shares Held

1,623

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sawyer & Company, Inc holds $1,143,543 across 4 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	7,667	$970,488
2	NEE	Nextera Energy Inc	942	$82,679
3	SO	Southern Co	742	$71,016
4	ED	Consolidated Edison Inc	175	$19,360

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$100,333	1,623	-3.2%	Shares	Sole	2026-04-23
2025-12-31	$98,255	1,677	-1.6%	Shares	Sole	2026-02-02
2025-09-30	$104,233	1,704	0.0%	Shares	Sole	2025-10-07
2025-06-30	$96,310	1,704	0.0%	Shares	Sole	2025-07-09
2025-03-31	$95,543	1,704	0.0%	Shares	Sole	2025-04-22
2024-12-31	$91,777	1,704	0.0%	Shares	Sole	2025-01-14
2024-09-30	$98,474	1,704	-12.3%	Shares	Sole	2024-10-10
2024-06-30	$95,256	1,944	-7.2%	Shares	Sole	2024-07-31
2024-03-31	$103,003	2,094	-22.8%	Shares	Sole	2024-04-16
2023-12-31	$127,417	2,711	-6.0%	Shares	Sole	2024-01-17
2023-09-30	$128,872	2,885	0.0%	Shares	Sole	2023-10-25
2023-06-30	$149,414	2,885	-7.0%	Shares	Sole	2023-07-13
2023-03-31	$173,488	3,103	-1.6%	Shares	Sole	2023-04-19
2022-12-31	$193,464	3,155	0.0%	Shares	Sole	2023-01-11
2022-09-30	$218,042	3,155	-2.1%	Shares	Sole	2022-10-25
2022-06-30	$257,307	3,224	-41.0%	Shares	Sole	2022-07-20
2022-03-31	$464,106	5,462	-1.4%	Shares	Sole	2022-04-26
2021-12-31	$434,986	5,537	-0.4%	Shares	Sole	2022-01-14
2021-09-30	$406,064	5,561	-1.6%	Shares	Sole	2021-11-03
2021-06-30	$415,744	5,651	-5.3%	Shares	Sole	2021-07-29
2021-03-31	$453,253	5,967	0.0%	Shares	Sole	2021-04-22
2020-12-31	$448,718	5,967	-4.8%	Shares	Sole	2021-01-26
2020-09-30	$494,654	6,267	-0.9%	Shares	Sole	2020-10-20
2020-06-30	$513,625	6,327	0.0%	Shares	Sole	2020-07-31
2020-03-31	$456,746	6,327	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.