Elm Partners Management LLC

Position in D — Dominion Energy, Inc

CIK 1743941 Philadelphia, PA

Position in D

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$893,096

+$84,615 QoQ

Shares Held

13,078

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#651

of 1,533 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Elm Partners Management LLC holds $2,392,938 across 3 Utilities - Regulated Electric names. D ranks #2 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	9,463	$1,197,826
2	D	Dominion Energy, Inc This page	13,078	$893,096
3	NEE	Nextera Energy Inc	3,441	$302,016

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$893,096	13,078	0.0%	Shares	Sole	2026-07-28
2026-03-31	$808,481	13,078	0.0%	Shares	Sole	2026-05-13
2025-12-31	$766,240	13,078	0.0%	Shares	Sole	2026-02-10
2025-09-30	$799,981	13,078	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$738,659	13,069	—	Shares	Sole	2025-08-05
No filing history on record for this holder in this stock.