ELEVATION POINT WEALTH PARTNERS, LLC

Position in D — Dominion Energy, Inc

CIK 1744349 DENVER, CO

Position in D

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$490,800

+$30,612 QoQ

Shares Held

7,187

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#850

of 1,537 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $52,295,013 across 17 Utilities - Regulated Electric names. D ranks #17 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	162,426	$14,256,130
2	SO	Southern Co	93,411	$8,940,366
3	ETR	Entergy Corp /De/	47,142	$5,414,730
4	XEL	Xcel Energy Inc	52,445	$4,211,333
5	AEP	American Electric Power Co Inc	26,893	$3,679,231
6	DUK	Duke Energy CORP	26,993	$3,416,773
7	NGG	National Grid PLC	24,642	$2,042,082
8	CNP	Centerpoint Energy Inc	37,382	$1,646,303

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490,800	7,187	-3.5%	Shares	Sole	2026-08-12
2026-03-31	$460,188	7,444	+56.1%	Shares	Sole	2026-04-27
2025-09-30	$291,719	4,769	+591.2%	Shares	Sole	2025-11-14
2025-06-30	$38,998	690	-88.1%	Shares	Sole	2025-08-13
2022-09-30	$400,699	5,798	-20.2%	Shares	Sole	2022-11-07
2022-06-30	$579,739	7,264	+28.3%	Shares	Sole	2022-08-02
2022-03-31	$481,100	5,662	+4.1%	Shares	Sole	2022-05-03
2021-12-31	$427,130	5,437	+23.3%	Shares	Sole	2022-02-02
2021-09-30	$321,872	4,408	+23.5%	Shares	Sole	2021-11-02
2021-06-30	$262,644	3,570	+1.1%	Shares	Sole	2021-08-04
2021-03-31	$268,138	3,530	—	Shares	Sole	2021-05-04
No filing history on record for this holder in this stock.