Bay Harbor Wealth Management, LLC

Position in D — Dominion Energy, Inc

CIK 1767989 Hunt Valley, MD

Position in D

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,194

+$2,445 QoQ

Shares Held

120

+29.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,460

of 1,537 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $551,932 across 29 Utilities - Regulated Electric names. D ranks #9 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,088	$137,719
2	XEL	Xcel Energy Inc	1,089	$87,446
3	CNP	Centerpoint Energy Inc	1,754	$77,246
4	PPL	PPL Corp	2,067	$75,135
5	EXC	Exelon Corp	1,147	$53,473
6	NEE	Nextera Energy Inc	221	$19,397
7	SO	Southern Co	120	$11,485
8	AEP	American Electric Power Co Inc	78	$10,671

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,194	120	+29.0%	Shares	Other	2026-07-28
2026-03-31	$5,749	93	+50.0%	Shares	Other	2026-04-14
2025-12-31	$3,632	62	+44.2%	Shares	Other	2026-02-02
2025-09-30	$2,630	43	+53.6%	Shares	Other	2025-10-09
2025-06-30	$1,582	28	+55.6%	Shares	Sole	2025-07-22
2025-03-31	$1,009	18	-60.9%	Shares	Sole	2025-05-12
2021-09-30	$3,358	46	-73.3%	Shares	Other	2021-11-24
2021-06-30	$12,654	172	-60.6%	Shares	Other	2021-07-28
2021-03-31	$33,194	437	-42.5%	Shares	Other	2021-05-05
2020-12-31	$57,152	760	-46.0%	Shares	Other	2021-02-09
2020-09-30	$111,054	1,407	-64.1%	Shares	Other	2020-10-27
2020-06-30	$318,306	3,921	-5.7%	Shares	Other	2020-07-16
2020-03-31	$300,238	4,159	—	Shares	Other	2020-05-20
No filing history on record for this holder in this stock.