Steward Partners Investment Advisory, LLC
Position in D — Dominion Energy, Inc
CIK 1723397
STAMFORD, CT
Position in D
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,215,227
+$1,207,373 QoQ
Shares Held
149,586
+2.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#210
of 1,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. D ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
This page
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
40,184 | $3,261,333 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,215,227 | 149,586 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,007,854 | 145,711 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,293,194 | 158,614 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,557,323 | 156,242 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,653,833 | 153,111 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,537,834 | 152,271 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,078,173 | 131,418 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,913,529 | 154,240 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,375,382 | 150,518 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,325,489 | 128,593 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,833,076 | 124,108 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,353,895 | 97,468 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,715,324 | 91,047 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,140,862 | 74,063 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,312,574 | 70,329 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,290,024 | 76,545 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,802,905 | 72,709 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,259,060 | 73,662 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,473,196 | 69,669 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,153,386 | 70,575 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,012,912 | 68,138 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,344,103 | 83,519 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,775,200 | 63,500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,300,780 | 67,158 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,762,237 | 70,981 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,236,109 | 58,680 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||