CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in D — Dominion Energy, Inc
CIK 1766904
RICHMOND, VA
Position in D
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$105,233
-$15,312 QoQ
Shares Held
1,541
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,270
of 1,537 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,056,583 across 18 Utilities - Regulated Electric names. D ranks #13 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,150 | $890,860 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,507 | $526,277 | |
| 3 | DUK |
Duke Energy CORP
|
3,523 | $445,935 | |
| 4 | PPL |
PPL Corp
|
10,603 | $385,413 | |
| 5 | SO |
Southern Co
|
3,536 | $338,425 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,240 | $169,639 | |
| 7 | EVRG |
Evergy, Inc.
|
1,842 | $159,200 | |
| 8 | LNT |
Alliant Energy Corp
|
1,914 | $146,015 |
All Filings in D
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,233 | 1,541 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $120,545 | 1,950 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $111,083 | 1,896 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $77,499 | 1,267 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $56,123 | 993 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $40,873 | 729 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $28,006 | 520 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $10,266,160 | 177,646 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $8,690,983 | 177,367 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $8,622,956 | 175,299 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $8,483,312 | 180,496 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $7,704,278 | 172,471 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,907,141 | 152,677 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $8,490,604 | 151,862 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,190,948 | 149,885 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,206,786 | 147,689 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,760,862 | 134,831 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,392,828 | 16,392 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,340,312 | 17,061 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $653,967 | 8,956 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $761,596 | 10,352 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $786,000 | 98,800 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,233,657 | 122,788 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $396,623 | 5,025 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $338,845 | 4,174 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||