Financial Gravity Asset Management, Inc.

Position in D — Dominion Energy, Inc

CIK 1741736 Lakeway, TX

Position in D

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$108,617

+$5,675 QoQ

Shares Held

1,757

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $1,350,910 across 9 Utilities - Regulated Electric names. D ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,970	$554,493
2	XEL	Xcel Energy Inc	4,652	$369,554
3	PNW	Pinnacle West Capital Corp	1,085	$109,313
4	D	Dominion Energy, Inc This page	1,757	$108,617
5	SO	Southern Co	1,087	$104,917
6	ED	Consolidated Edison Inc	600	$67,908
7	DUK	Duke Energy CORP	134	$17,545
8	EIX	Edison International	200	$14,636

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$108,617	1,757	0.0%	Shares	Sole	2026-05-08
2025-12-31	$102,942	1,757	-6.4%	Shares	Sole	2026-02-13
2025-09-30	$114,877	1,878	+6.9%	Shares	Sole	2025-11-14
2025-03-31	$98,514	1,757	-6.2%	Shares	Sole	2025-04-30
2024-06-30	$91,777	1,873	0.0%	Shares	Sole	2024-08-06
2024-03-31	$92,132	1,873	-94.7%	Shares	Sole	2024-06-26
2023-12-31	$883,410	35,587	0.0%	Shares	Sole	2024-02-15
2023-09-30	$905,085	35,587	+1748.7%	Shares	Sole	2023-11-16
2023-06-30	$97,536	1,925	+1559.5%	Shares	Sole	2023-08-09
2023-03-31	$6,485	116	+90.2%	Shares	Sole	2023-05-12
2022-12-31	$3,740	61	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.