Avantra Family Wealth, Inc.

Position in D — Dominion Energy, Inc

CIK 1774744 MECHANICSBURG, PA

Position in D

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

Position Value

$654,081

New position

Shares Held

9,578

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#752

of 1,537 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avantra Family Wealth, Inc. holds $2,988,027 across 5 Utilities - Regulated Electric names. D ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	4,470	$681,093
2	D	Dominion Energy, Inc This page	9,578	$654,081
3	NEE	Nextera Energy Inc	7,176	$629,837
4	EVRG	Evergy, Inc.	7,094	$613,134
5	AEP	American Electric Power Co Inc	2,996	$409,882

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$654,081	9,578	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.