Global Retirement Partners, LLC
PensionPosition in D — Dominion Energy, Inc
CIK 1749744
San Rafael, CA
Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,599,624
+$101,420 QoQ
Shares Held
23,424
-8.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#496
of 1,537 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. D ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
|
35,005 | $1,631,933 |
All Filings in D
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,624 | 23,424 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,498,204 | 25,571 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $866,840 | 14,171 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $735,720 | 13,017 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $750,323 | 13,931 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $833,505 | 14,423 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $824,915 | 16,835 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $601,888 | 12,236 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $589,333 | 12,539 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $964,425 | 21,590 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,183,764 | 22,857 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,213,191 | 21,699 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,062,491 | 17,327 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,117,046 | 30,633 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,247,689 | 28,163 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,242,613 | 26,393 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $1,104,865 | 15,131 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,101,122 | 14,967 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,108,256 | 14,590 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,155,448 | 15,365 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,179,372 | 14,942 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,206,578 | 14,863 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,118,872 | 15,499 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||