Ballast, Inc.

Position in D — Dominion Energy, Inc

CIK 1730477 Lexington, KY

Position in D

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

Position Value

$223,922

+$9,222 QoQ

Shares Held

3,279

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,160

of 1,533 holders

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ballast, Inc. holds $5,427,496 across 4 Utilities - Regulated Electric names. D ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	19,358	$2,450,335
2	ED	Consolidated Edison Inc	20,525	$2,270,680
3	NEE	Nextera Energy Inc	5,498	$482,559
4	D	Dominion Energy, Inc This page	3,279	$223,922

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,922	3,279	-5.6%	Shares	Sole	2026-07-10
2026-03-31	$214,700	3,473	-11.9%	Shares	Sole	2026-05-15
2025-12-31	$230,961	3,942	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$240,887	3,938	0.0%	Shares	Sole	2025-11-07
2025-06-30	$222,575	3,938	0.0%	Shares	Sole	2025-11-07
2025-03-31	$220,803	3,938	0.0%	Shares	Sole	2025-05-12
2024-12-31	$212,100	3,938	-1.6%	Shares	Sole	2025-01-16
2024-09-30	$231,333	4,003	-2.0%	Shares	Sole	2024-10-16
2024-03-31	$200,891	4,084	-3.5%	Shares	Sole	2024-05-06
2023-06-30	$219,227	4,233	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.