Geneos Wealth Management Inc.

Position in D — Dominion Energy, Inc

CIK 1764754 ENGLEWOOD, CO

Position in D

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

Position Value

$996,077

+$114,462 QoQ

Shares Held

14,586

+2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#615

of 1,533 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. D ranks #8 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	125,697	$11,032,425
2	DUK	Duke Energy CORP	53,985	$6,833,421
3	XEL	Xcel Energy Inc	40,998	$3,292,139
4	AEP	American Electric Power Co Inc	22,966	$3,141,978
5	SO	Southern Co	30,668	$2,935,234
6	WEC	Wec Energy Group, Inc.	16,049	$1,874,041
7	ED	Consolidated Edison Inc	10,533	$1,165,265
8	D	Dominion Energy, Inc This page	14,586	$996,077

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$996,077	14,586	+2.3%	Shares	Sole	2026-08-06
2026-03-31	$881,615	14,261	+7.9%	Shares	Sole	2026-05-05
2025-12-31	$774,032	13,211	-1.4%	Shares	Sole	2026-01-28
2025-09-30	$819,861	13,403	-20.3%	Shares	Sole	2025-10-22
2025-06-30	$950,496	16,817	+8.4%	Shares	Sole	2025-08-18
2025-03-31	$869,533	15,508	+47.2%	Shares	Sole	2025-05-08
2024-12-31	$567,576	10,538	-13.2%	Shares	Sole	2025-01-21
2024-09-30	$701,281	12,135	-79.4%	Shares	Sole	2024-11-14
2024-06-30	$2,887,276	58,924	-25.3%	Shares	Sole	2024-07-23
2024-03-31	$3,880,549	78,889	+5.5%	Shares	Sole	2024-05-03
2023-12-31	$3,513,391	74,753	-21.4%	Shares	Sole	2024-01-26
2023-09-30	$4,245,883	95,050	+4.9%	Shares	Sole	2023-10-11
2023-06-30	$4,694,504	90,645	+19.8%	Shares	Sole	2023-08-08
2023-03-31	$4,229,311	75,645	-6.5%	Shares	Sole	2023-04-25
2022-12-31	$4,960,297	80,892	+44.1%	Shares	Sole	2023-01-31
2022-09-30	$3,880,180	56,145	-18.5%	Shares	Sole	2022-11-14
2022-06-30	$5,499,627	68,909	+6.7%	Shares	Sole	2022-07-22
2022-03-31	$5,486,767	64,573	-0.7%	Shares	Sole	2022-05-16
2021-12-31	$5,107,735	65,017	-14.5%	Shares	Sole	2022-02-09
2021-09-30	$5,553,609	76,056	+1.9%	Shares	Sole	2021-11-09
2021-06-30	$5,493,104	74,665	-2.9%	Shares	Sole	2021-07-08
2021-03-31	$5,842,463	76,915	+0.8%	Shares	Sole	2021-06-17
2020-12-31	$5,738,812	76,314	+2.8%	Shares	Sole	2021-05-19
2020-09-30	$5,857,553	74,212	-17.1%	Shares	Sole	2021-09-07
2020-06-30	$7,265,122	89,494	-0.5%	Shares	Sole	2021-09-07
2020-03-31	$6,496,233	89,988	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.