Western Wealth Management, LLC

Position in D — Dominion Energy, Inc

CIK 1767902 GOLDEN, CO

Position in D

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$128,585

-$79,167 QoQ

Shares Held

2,080

-38.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Western Wealth Management, LLC holds $14,172,342 across 10 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	38,790	$3,404,597
2	SO	Southern Co	23,485	$2,247,748
3	AEP	American Electric Power Co Inc	14,370	$1,965,959
4	ED	Consolidated Edison Inc	15,139	$1,674,827
5	XEL	Xcel Energy Inc	18,302	$1,469,650
6	DUK	Duke Energy CORP	10,480	$1,326,558
7	EIX	Edison International	11,943	$889,156
8	ETR	Entergy Corp /De/	5,572	$639,999

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$128,585	2,080	-38.6%	Shares	Sole	2026-05-19
2022-12-31	$207,752	3,388	-72.4%	Shares	Sole	2023-02-03
2022-09-30	$847,357	12,261	+3.8%	Shares	Sole	2022-11-07
2022-06-30	$942,316	11,807	-17.8%	Shares	Sole	2022-07-18
2022-03-31	$1,219,914	14,357	+216.1%	Shares	Sole	2022-05-10
2021-12-31	$356,819	4,542	-61.6%	Shares	Sole	2022-02-14
2021-06-30	$870,480	11,832	+181.7%	Shares	Sole	2021-08-09
2021-03-31	$319,032	4,200	+39.8%	Shares	Sole	2021-05-14
2020-12-31	$225,976	3,005	+18.5%	Shares	Sole	2021-02-10
2020-09-30	$200,166	2,536	-6.6%	Shares	Sole	2020-10-27
2020-06-30	$220,484	2,716	-4.0%	Shares	Sole	2020-07-20
2020-03-31	$204,297	2,830	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.