Pinnacle Wealth Planning Services, Inc.

Position in D — Dominion Energy, Inc

CIK 1726752 MANSFIELD, OH

Position in D

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$192,919

+$21,122 QoQ

Shares Held

2,825

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,220

of 1,537 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $5,803,793 across 35 Utilities - Regulated Electric names. D ranks #9 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	6,772	$648,148
2	AEP	American Electric Power Co Inc	4,541	$621,254
3	NGG	National Grid PLC	6,372	$528,047
4	PEG	Public Service Enterprise Group Inc	5,669	$460,096
5	NEE	Nextera Energy Inc	4,784	$419,891
6	KEP	Korea Electric Power Corp	30,442	$368,348
7	ETR	Entergy Corp /De/	3,078	$353,539
8	DUK	Duke Energy CORP	1,985	$251,261

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$192,919	2,825	+1.7%	Shares	Sole	2026-08-07
2026-03-31	$171,797	2,779	+1.5%	Shares	Sole	2026-05-11
2025-12-31	$160,419	2,738	-27.1%	Shares	Sole	2026-02-13
2022-09-30	$259,577	3,756	-0.0%	Shares	Sole	2022-11-09
2022-06-30	$299,846	3,757	-0.1%	Shares	Sole	2022-08-03
2022-03-31	$319,487	3,760	+17.5%	Shares	Sole	2022-04-20
2021-12-31	$251,469	3,201	+22.7%	Shares	Sole	2022-01-21
2020-12-31	$196,120	2,608	-29.0%	Shares	Sole	2021-02-12
2020-09-30	$289,909	3,673	0.0%	Shares	Sole	2020-11-03
2020-06-30	$298,174	3,673	+16.7%	Shares	Sole	2020-07-27
2020-03-31	$227,253	3,148	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.