S.A. Mason LLC

Position in D — Dominion Energy, Inc

CIK 1800911 HOLLAND, MI

Position in D

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$554,173

+$52,504 QoQ

Shares Held

8,115

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#797

of 1,533 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

S.A. Mason LLC holds $2,603,088 across 6 Utilities - Regulated Electric names. D ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	14,510	$1,273,542
2	D	Dominion Energy, Inc This page	8,115	$554,173
3	SO	Southern Co	2,483	$237,647
4	AEP	American Electric Power Co Inc	1,430	$195,638
5	DTE	Dte Energy Co	1,215	$185,129
6	DUK	Duke Energy CORP	1,240	$156,959

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$554,173	8,115	0.0%	Shares	Sole	2026-07-31
2026-03-31	$501,669	8,115	+36.4%	Shares	Sole	2026-04-27
2025-12-31	$348,610	5,950	+101.7%	Shares	Sole	2026-01-29
2025-09-30	$180,451	2,950	+7.3%	Shares	Sole	2025-10-14
2025-06-30	$155,430	2,750	+10.1%	Shares	Sole	2025-07-14
2025-03-31	$140,062	2,498	0.0%	Shares	Sole	2025-04-23
2024-12-31	$134,542	2,498	0.0%	Shares	Sole	2025-01-24
2024-09-30	$144,359	2,498	0.0%	Shares	Sole	2024-10-25
2024-06-30	$122,402	2,498	0.0%	Shares	Sole	2024-07-10
2024-03-31	$122,876	2,498	+4.2%	Shares	Sole	2024-04-15
2023-12-31	$112,706	2,398	0.0%	Shares	Sole	2024-01-17
2023-09-30	$107,118	2,398	-0.3%	Shares	Sole	2023-10-13
2023-06-30	$124,606	2,406	0.0%	Shares	Sole	2023-07-20
2023-03-31	$134,519	2,406	+0.2%	Shares	Sole	2023-05-10
2022-12-31	$147,229	2,401	+0.4%	Shares	Sole	2023-01-10
2022-09-30	$165,242	2,391	0.0%	Shares	Sole	2022-10-20
2022-06-30	$190,825	2,391	+1.8%	Shares	Sole	2022-07-07
2022-03-31	$199,509	2,348	0.0%	Shares	Sole	2022-05-12
2021-12-31	$184,458	2,348	0.0%	Shares	Sole	2022-01-04
2021-09-30	$171,450	2,348	0.0%	Shares	Sole	2021-10-12
2021-06-30	$172,742	2,348	0.0%	Shares	Sole	2021-07-07
2021-03-31	$178,354	2,348	+2.1%	Shares	Sole	2021-04-20
2020-12-31	$172,960	2,300	0.0%	Shares	Sole	2021-02-02
2020-09-30	$181,539	2,300	0.0%	Shares	Sole	2020-10-21
2020-06-30	$186,714	2,300	0.0%	Shares	Sole	2020-07-27
2020-03-31	$166,037	2,300	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.