D.B. Root & Company, LLC

Position in D — Dominion Energy, Inc

CIK 1731717 PITTSBURGH, PA

Position in D

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$298,359

+$37,665 QoQ

Shares Held

4,369

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,024

of 1,537 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

D.B. Root & Company, LLC holds $1,218,118 across 3 Utilities - Regulated Electric names. D ranks #3 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	4,195	$531,003
2	PEG	Public Service Enterprise Group Inc	4,790	$388,756
3	D	Dominion Energy, Inc This page	4,369	$298,359

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,359	4,369	+3.6%	Shares	Sole	2026-08-13
2026-03-31	$260,694	4,217	+7.2%	Shares	Sole	2026-05-13
2025-12-31	$230,375	3,932	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$240,214	3,927	-1.9%	Shares	Sole	2025-11-06
2025-06-30	$226,193	4,002	+6.5%	Shares	Sole	2025-07-22
2025-03-31	$210,598	3,756	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$201,813	3,747	-14.7%	Shares	Sole	2025-01-17
2024-09-30	$253,929	4,394	-44.7%	Shares	Sole	2024-10-31
2024-06-30	$389,354	7,946	-43.8%	Shares	Sole	2024-07-15
2024-03-31	$695,743	14,144	-5.6%	Shares	Sole	2024-04-17
2023-12-31	$704,248	14,984	-6.1%	Shares	Sole	2024-01-16
2023-09-30	$712,486	15,950	-1.8%	Shares	Sole	2023-11-03
2023-06-30	$841,121	16,241	+0.4%	Shares	Sole	2023-07-18
2023-03-31	$904,400	16,176	-1.4%	Shares	Sole	2023-04-18
2022-12-31	$1,005,586	16,399	-0.2%	Shares	Sole	2023-01-27
2022-09-30	$1,135,615	16,432	-0.0%	Shares	Sole	2022-10-26
2022-06-30	$1,311,916	16,438	-0.5%	Shares	Sole	2022-07-21
2022-03-31	$1,403,704	16,520	-11.5%	Shares	Sole	2022-05-06
2021-12-31	$1,466,558	18,668	+16.5%	Shares	Sole	2022-02-01
2021-09-30	$1,169,853	16,021	+1.0%	Shares	Sole	2021-10-22
2021-06-30	$1,167,114	15,864	+1.7%	Shares	Sole	2021-07-28
2021-03-31	$1,185,279	15,604	+3.4%	Shares	Sole	2021-05-04
2020-12-31	$1,134,542	15,087	-9.0%	Shares	Sole	2021-02-09
2020-09-30	$1,308,896	16,583	-1.6%	Shares	Sole	2020-10-22
2020-06-30	$1,367,477	16,845	+0.4%	Shares	Sole	2020-08-06
2020-03-31	$1,211,276	16,779	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.