Ethic Inc.

Position in D — Dominion Energy, Inc

CIK 1780570 NEW YORK, NY

Position in D

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

Position Value

$1,399,876

+$325,569 QoQ

Shares Held

20,499

+18.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#527

of 1,537 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

Ethic Inc. holds $124,417,618 across 31 Utilities - Regulated Electric names. D ranks #24 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	387,468	$18,063,758
2	ED	Consolidated Edison Inc	162,939	$18,025,941
3	EIX	Edison International	137,989	$10,273,281
4	PEG	Public Service Enterprise Group Inc	123,610	$10,032,187
5	ES	Eversource Energy	132,466	$9,573,317
6	AEE	Ameren Corp	44,383	$5,017,054
7	EVRG	Evergy, Inc.	55,341	$4,783,122
8	NEE	Nextera Energy Inc	47,807	$4,196,020

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,399,876	20,499	+18.0%	Shares	Sole	2026-07-29
2026-03-31	$1,074,307	17,378	+5.6%	Shares	Sole	2026-04-27
2025-12-31	$963,864	16,451	+9.0%	Shares	Sole	2026-02-03
2025-09-30	$923,605	15,099	+20.5%	Shares	Sole	2025-10-17
2025-06-30	$708,421	12,534	+1.7%	Shares	Sole	2025-07-30
2025-03-31	$691,118	12,326	+34.2%	Shares	Sole	2025-05-13
2024-12-31	$494,650	9,184	+70.5%	Shares	Sole	2025-02-14
2024-09-30	$311,314	5,387	-11.3%	Shares	Sole	2024-11-13
2024-06-30	$297,479	6,071	+12.7%	Shares	Sole	2024-08-13
2024-03-31	$264,986	5,387	+0.3%	Shares	Sole	2024-05-13
2023-12-31	$252,437	5,371	+12.8%	Shares	Sole	2024-02-14
2023-09-30	$212,673	4,761	-26.8%	Shares	Sole	2023-11-14
2022-09-30	$449,629	6,506	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$520,999	6,528	+19.6%	Shares	Sole	2022-08-10
2022-03-31	$463,681	5,457	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.