Elmwood Wealth Management, Inc.

Position in D — Dominion Energy, Inc

CIK 1731927 BERKELEY, CA

Position in D

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,187,699

+$108,384 QoQ

Shares Held

17,392

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#568

of 1,537 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Elmwood Wealth Management, Inc. holds $2,151,988 across 4 Utilities - Regulated Electric names. D ranks #1 (55.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	17,392	$1,187,699
2	SO	Southern Co	4,350	$416,338
3	DUK	Duke Energy CORP	3,238	$409,866
4	KEP	Korea Electric Power Corp	11,412	$138,085

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,187,699	17,392	-0.4%	Shares	Sole	2026-07-08
2026-03-31	$1,079,315	17,459	+0.1%	Shares	Sole	2026-04-09
2025-12-31	$1,021,751	17,439	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$1,065,214	17,414	+1.1%	Shares	Sole	2025-11-06
2025-06-30	$973,500	17,224	+0.1%	Shares	Sole	2025-07-28
2025-03-31	$964,684	17,205	-0.4%	Shares	Sole	2025-04-28
2024-12-31	$930,646	17,279	-4.3%	Shares	Sole	2025-01-13
2024-09-30	$1,043,109	18,050	-11.9%	Shares	Sole	2024-10-11
2024-06-30	$1,004,402	20,498	-4.2%	Shares	Sole	2024-08-13
2024-03-31	$1,052,764	21,402	+71.3%	Shares	Sole	2024-05-13
2023-12-31	$587,359	12,497	+11.2%	Shares	Sole	2024-01-30
2023-09-30	$502,001	11,238	+11.5%	Shares	Sole	2023-11-15
2023-06-30	$521,887	10,077	-0.4%	Shares	Sole	2023-08-10
2023-03-31	$565,753	10,119	+14.5%	Shares	Sole	2023-04-28
2022-12-31	$541,700	8,834	+85.2%	Shares	Sole	2023-01-26
2022-09-30	$329,585	4,769	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$376,623	4,719	-3.1%	Shares	Sole	2022-07-12
2022-03-31	$413,718	4,869	-0.6%	Shares	Sole	2022-05-16
2021-12-31	$384,865	4,899	-8.9%	Shares	Sole	2022-02-08
2021-06-30	$395,806	5,380	0.0%	Shares	Sole	2021-08-13
2021-03-31	$408,664	5,380	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.