Global Wealth Management Investment Advisory, Inc.

Position in D — Dominion Energy, Inc

CIK 1767855 FORT LAUDERDALE, FL

Back to D Full portfolio

Position in D

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$6,916,411

+$754,132 QoQ

Shares Held

101,280

+1.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#258

of 1,537 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in D Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Global Wealth Management Investment Advisory, Inc. holds $22,855,387 across 5 Utilities - Regulated Electric names. D ranks #1 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	101,280	$6,916,411
2	DUK	Duke Energy CORP	45,638	$5,776,858
3	SO	Southern Co	55,831	$5,343,585
4	NEE	Nextera Energy Inc	52,178	$4,579,663
5	AEP	American Electric Power Co Inc	1,746	$238,870

All Filings in D

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,916,411	101,280	+1.6%	Shares	Sole	2026-07-29
2026-03-31	$6,162,279	99,681	+3.1%	Shares	Sole	2026-05-01
2025-12-31	$5,663,719	96,667	+23.6%	Shares	Sole	2026-02-04
2025-09-30	$4,782,637	78,186	+0.9%	Shares	Sole	2025-10-27
2025-06-30	$4,378,152	77,462	-3.6%	Shares	Sole	2025-08-07
2025-03-31	$4,503,205	80,314	+4.5%	Shares	Sole	2025-04-29
2024-12-31	$4,140,972	76,884	+5202.3%	Shares	Sole	2025-01-29
2023-12-31	$68,150	1,450	+6.8%	Shares	Sole	2024-02-05
2023-09-30	$60,661	1,358	-0.1%	Shares	Sole	2023-11-06
2023-06-30	$70,382	1,359	-95.2%	Shares	Sole	2023-08-10
2022-09-30	$1,941,438	28,092	+1.8%	Shares	Sole	2022-11-09
2022-06-30	$2,201,957	27,590	+6.5%	Shares	Sole	2022-08-15
2022-03-31	$2,202,082	25,916	+6.3%	Shares	Sole	2022-05-17
2021-12-31	$1,915,214	24,379	+4.5%	Shares	Sole	2022-02-15
2021-09-30	$1,703,994	23,336	+4.9%	Shares	Sole	2021-11-16
2021-06-30	$1,636,858	22,249	+3.1%	Shares	Sole	2021-08-11
2021-03-31	$1,638,533	21,571	-14.3%	Shares	Sole	2021-05-17
2020-12-31	$1,892,107	25,161	+3.2%	Shares	Sole	2021-02-16
2020-09-30	$1,923,760	24,373	+6.9%	Shares	Sole	2020-11-16
2020-06-30	$1,851,634	22,809	+0.6%	Shares	Sole	2020-08-12
2020-03-31	$1,636,980	22,676	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.