ACIMA PRIVATE WEALTH, LLC

Position in D — Dominion Energy, Inc

CIK 1761961 RICHMOND, VA

Position in D

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$14,545

+$1,378 QoQ

Shares Held

213

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,425

of 1,537 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ACIMA PRIVATE WEALTH, LLC holds $479,217 across 5 Utilities - Regulated Electric names. D ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	1,224	$167,455
2	SO	Southern Co	1,500	$143,565
3	NEE	Nextera Energy Inc	1,592	$139,729
4	D	Dominion Energy, Inc This page	213	$14,545
5	DUK	Duke Energy CORP	110	$13,923

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,545	213	0.0%	Shares	Sole	2026-07-06
2026-03-31	$13,167	213	0.0%	Shares	Sole	2026-04-06
2025-12-31	$12,479	213	0.0%	Shares	Sole	2026-01-15
2025-09-30	$13,029	213	0.0%	Shares	Sole	2025-11-10
2025-06-30	$12,038	213	-57.4%	Shares	Sole	2025-07-24
2023-09-30	$22,335	500	-57.5%	Shares	Sole	2024-02-29
2023-06-30	$60,905	1,176	0.0%	Shares	Sole	2024-02-29
2023-03-31	$65,750	1,176	0.0%	Shares	Sole	2024-02-29
2022-12-31	$72,112	1,176	0.0%	Shares	Sole	2024-02-29
2022-09-30	$81,273	1,176	0.0%	Shares	Sole	2024-02-29
2022-06-30	$93,856	1,176	0.0%	Shares	Sole	2024-02-29
2022-03-31	$99,924	1,176	0.0%	Shares	Sole	2022-05-02
2021-12-31	$92,386	1,176	0.0%	Shares	Sole	2022-03-10
2021-09-30	$85,871	1,176	0.0%	Shares	Sole	2021-11-09
2021-06-30	$86,518	1,176	0.0%	Shares	Sole	2021-08-13
2021-03-31	$89,328	1,176	+74.0%	Shares	Sole	2021-05-14
2020-12-31	$50,835	676	0.0%	Shares	Sole	2021-05-14
2020-09-30	$53,356	676	0.0%	Shares	Sole	2021-05-14
2020-06-30	$54,877	676	0.0%	Shares	Sole	2021-05-14
2020-03-31	$48,800	676	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.