Heartwood Wealth Advisors LLC

Position in D — Dominion Energy, Inc

CIK 1794935 RICHMOND, VA

Position in D

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$284,701

+$76,430 QoQ

Shares Held

4,169

+23.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,048

of 1,537 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Utilities · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $1,235,406 across 3 Utilities - Regulated Electric names. D ranks #3 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,023	$616,408
2	DUK	Duke Energy CORP	2,641	$334,297
3	D	Dominion Energy, Inc This page	4,169	$284,701

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,701	4,169	+23.7%	Shares	Sole	2026-07-17
2026-03-31	$208,271	3,369	+21.3%	Shares	Sole	2026-04-07
2025-09-30	$169,869	2,777	—	Shares	Sole	2025-10-06
No filing history on record for this holder in this stock.