Castle Rock Wealth Management, LLC
Position in D — Dominion Energy, Inc
CIK 1727605
WALNUT CREEK, CA
Position in D
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$462,869
+$34,457 QoQ
Shares Held
6,778
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#871
of 1,537 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Castle Rock Wealth Management, LLC holds $2,085,268 across 4 Utilities - Regulated Electric names. D ranks #2 (22.2% of the industry book) .
All Filings in D
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,869 | 6,778 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $428,412 | 6,930 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $403,392 | 6,885 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $410,328 | 6,708 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||