Carolina Wealth Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 1786411 MYRTLE BEACH, SC

Position in D

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,780

+$453 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,478

of 1,536 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $149,608 across 8 Utilities - Regulated Electric names. D ranks #7 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	900	$73,044
2	EVRG	Evergy, Inc.	478	$41,313
3	SO	Southern Co	81	$7,752
4	EXC	Exelon Corp	150	$6,993
5	EIX	Edison International	89	$6,626
6	DUK	Duke Energy CORP	40	$5,063
7	D	Dominion Energy, Inc This page	70	$4,780
8	NEE	Nextera Energy Inc	46	$4,037

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,780	70	0.0%	Shares	Sole	2026-07-09
2026-03-31	$4,327	70	0.0%	Shares	Sole	2026-04-07
2025-12-31	$4,101	70	0.0%	Shares	Sole	2026-01-21
2025-09-30	$4,281	70	-20.5%	Shares	Sole	2025-10-07
2025-06-30	$4,973	88	0.0%	Shares	Sole	2025-07-22
2025-03-31	$4,934	88	0.0%	Shares	Sole	2025-04-24
2024-12-31	$4,739	88	0.0%	Shares	Sole	2025-01-14
2024-09-30	$5,085	88	—	Shares	Sole	2024-10-21
2022-06-30	$0	0	-100.0%	Shares	Sole	2022-07-19
2021-06-30	$3,604	49	-43.7%	Shares	Sole	2021-07-22
2021-03-31	$6,608	87	+77.6%	Shares	Sole	2021-04-09
2020-12-31	$3,684	49	-59.8%	Shares	Sole	2021-01-29
2020-09-30	$9,629	122	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.