DAGCO, INC.

Position in D — Dominion Energy, Inc

CIK 1767343 WESTLAKE, OH

Position in D

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$31,342

-$2,933 QoQ

Shares Held

507

-13.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Utilities · as of Jun 30, 2026

DAGCO, INC. holds $1,940,456 across 2 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc	15,794	$1,386,239
2	AEP	American Electric Power Co Inc	4,051	$554,217

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,342	507	-13.3%	Shares	Sole	2026-04-20
2025-12-31	$34,275	585	+0.5%	Shares	Sole	2026-01-08
2025-09-30	$35,600	582	+3.9%	Shares	Sole	2025-10-27
2025-06-30	$31,651	560	+2.2%	Shares	Sole	2025-08-14
2025-03-31	$30,726	548	+8.9%	Shares	Sole	2025-05-13
2024-09-30	$29,068	503	+2.4%	Shares	Sole	2024-11-14
2024-06-30	$24,059	491	+0.6%	Shares	Sole	2024-08-14
2024-03-31	$24,004	488	-81.4%	Shares	Sole	2024-05-15
2023-12-31	$122,999	2,617	-35.3%	Shares	Sole	2024-02-15
2022-12-31	$248,039	4,045	+0.0%	Shares	Sole	2023-02-10
2022-09-30	$279,411	4,043	+0.0%	Shares	Sole	2022-11-01
2022-06-30	$322,512	4,041	-7.9%	Shares	Sole	2022-07-28
2022-03-31	$372,933	4,389	+13.5%	Shares	Sole	2022-04-21
2021-12-31	$303,712	3,866	-4.9%	Shares	Sole	2022-01-24
2021-09-30	$296,899	4,066	-2.4%	Shares	Sole	2021-11-01
2021-06-30	$306,492	4,166	-20.5%	Shares	Sole	2021-07-12
2021-03-31	$398,106	5,241	-5.8%	Shares	Sole	2021-04-28
2020-12-31	$418,563	5,566	-11.2%	Shares	Sole	2021-01-28
2020-09-30	$494,575	6,266	-1.6%	Shares	Sole	2020-10-19
2020-06-30	$516,791	6,366	-0.4%	Shares	Sole	2020-07-27
2020-03-31	$461,366	6,391	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.