Xcel Wealth Management, LLC

Position in D — Dominion Energy, Inc

CIK 1791002 Holly Hill, FL

Position in D

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$436,851

+$40,153 QoQ

Shares Held

6,397

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#890

of 1,536 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $8,516,698 across 5 Utilities - Regulated Electric names. D ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	66,724	$5,856,365
2	SO	Southern Co	10,872	$1,040,559
3	PPL	PPL Corp	21,866	$794,829
4	D	Dominion Energy, Inc This page	6,397	$436,851
5	DUK	Duke Energy CORP	3,066	$388,094

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$436,851	6,397	-0.3%	Shares	Sole	2026-07-24
2026-03-31	$396,698	6,417	0.0%	Shares	Sole	2026-04-21
2025-12-31	$375,972	6,417	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.