Old North State Trust, LLC

Position in D — Dominion Energy, Inc

CIK 1760444 GREENSBORO, NC

Position in D

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$257,248

+$24,373 QoQ

Shares Held

3,767

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,093

of 1,537 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Old North State Trust, LLC holds $7,291,285 across 4 Utilities - Regulated Electric names. D ranks #3 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	31,580	$3,997,396
2	SO	Southern Co	29,202	$2,794,923
3	D	Dominion Energy, Inc This page	3,767	$257,248
4	NEE	Nextera Energy Inc	2,754	$241,718

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,248	3,767	0.0%	Shares	Sole	2026-08-17
2026-03-31	$232,875	3,767	-2.0%	Shares	Sole	2026-05-13
2025-12-31	$225,219	3,844	0.0%	Shares	Sole	2026-03-24
2025-09-30	$235,137	3,844	-3.7%	Shares	Sole	2025-11-20
2025-06-30	$225,514	3,990	-5.1%	Shares	Sole	2025-08-18
2025-03-31	$235,830	4,206	0.0%	Shares	Sole	2025-06-23
2024-12-31	$226,535	4,206	+3.1%	Shares	Sole	2025-03-10
2024-09-30	$235,840	4,081	-22.4%	Shares	Sole	2024-11-29
2023-03-31	$293,918	5,257	+0.5%	Shares	Sole	2023-05-24
2022-12-31	$320,826	5,232	-4.9%	Shares	Sole	2023-02-14
2022-09-30	$380,381	5,504	+91633.3%	Shares	Sole	2022-11-08
2022-06-30	$478	6	0.0%	Shares	Sole	2022-08-12
2022-03-31	$509	6	-99.9%	Shares	Sole	2022-05-02
2021-12-31	$443,628	5,647	+14.0%	Shares	Sole	2022-01-25
2021-09-30	$361,741	4,954	-2.8%	Shares	Sole	2021-11-02
2021-06-30	$374,912	5,096	0.0%	Shares	Sole	2021-07-28
2021-03-31	$387,092	5,096	0.0%	Shares	Sole	2021-05-12
2020-12-31	$383,219	5,096	-21.4%	Shares	Sole	2021-02-08
2020-09-30	$511,624	6,482	-18.0%	Shares	Sole	2020-10-13
2020-06-30	$642,052	7,909	0.0%	Shares	Sole	2020-07-10
2020-03-31	$570,950	7,909	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.