CBIZ Investment Advisory Services, LLC

Position in D — Dominion Energy, Inc

CIK 1795934 INDEPENDENCE, OH

Position in D

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$17,072

+$1,617 QoQ

Shares Held

250

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,414

of 1,537 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CBIZ Investment Advisory Services, LLC holds $45,796 across 8 Utilities - Regulated Electric names. D ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	250	$17,072
2	EXC	Exelon Corp	218	$10,163
3	DUK	Duke Energy CORP	43	$5,442
4	NEE	Nextera Energy Inc	35	$3,071
5	SO	Southern Co	31	$2,967
6	AEP	American Electric Power Co Inc	20	$2,736
7	ED	Consolidated Edison Inc	20	$2,212
8	DTE	Dte Energy Co	14	$2,133

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,072	250	0.0%	Shares	Sole	2026-08-13
2026-03-31	$15,455	250	-42.1%	Shares	Sole	2026-05-12
2025-12-31	$25,310	432	-23.3%	Shares	Sole	2026-02-09
2025-09-30	$34,438	563	+7.4%	Shares	Sole	2025-11-06
2025-06-30	$29,616	524	+67.4%	Shares	Sole	2025-08-11
2025-03-31	$17,549	313	-39.7%	Shares	Sole	2025-06-03
2024-12-31	$27,953	519	+100.4%	Shares	Sole	2025-02-10
2024-09-30	$14,967	259	+3.6%	Shares	Sole	2024-11-12
2024-06-30	$12,250	250	0.0%	Shares	Sole	2024-08-09
2024-03-31	$12,297	250	—	Shares	Sole	2024-05-13
2021-09-30	$18,255	250	0.0%	Principal	Sole	2021-11-12
2021-06-30	$18,392	250	0.0%	Principal	Sole	2021-08-16
2021-03-31	$18,990	250	0.0%	Principal	Sole	2021-05-17
2020-12-31	$18,800	250	0.0%	Principal	Sole	2021-02-16
2020-09-30	$19,732	250	0.0%	Principal	Sole	2020-11-13
2020-06-30	$20,295	250	0.0%	Principal	Sole	2020-08-14
2020-03-31	$18,047	250	—	Principal	Sole	2020-05-15
No filing history on record for this holder in this stock.