Stokes Family Office, LLC

Family Office

Position in D — Dominion Energy, Inc

CIK 1802278 NEW ORLEANS, LA

Position in D

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$475,161

+$45,265 QoQ

Shares Held

6,958

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#858

of 1,537 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Stokes Family Office, LLC holds $2,119,762 across 5 Utilities - Regulated Electric names. D ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	9,398	$899,482
2	D	Dominion Energy, Inc This page	6,958	$475,161
3	ED	Consolidated Edison Inc	2,678	$296,267
4	DUK	Duke Energy CORP	1,880	$237,970
5	ETR	Entergy Corp /De/	1,836	$210,882

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$475,161	6,958	+0.1%	Shares	Sole	2026-08-11
2026-03-31	$429,896	6,954	-0.7%	Shares	Sole	2026-05-12
2025-12-31	$410,305	7,003	-0.3%	Shares	Sole	2026-02-18
2025-09-30	$429,596	7,023	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$395,753	7,002	0.0%	Shares	Sole	2025-08-06
2025-03-31	$392,602	7,002	+0.3%	Shares	Sole	2025-05-13
2024-12-31	$376,050	6,982	-9.2%	Shares	Sole	2025-02-11
2024-09-30	$444,173	7,686	+45.2%	Shares	Sole	2024-11-12
2024-06-30	$259,357	5,293	+7.1%	Shares	Sole	2024-07-05
2024-03-31	$243,146	4,943	+0.2%	Shares	Sole	2024-05-06
2023-12-31	$231,945	4,935	-0.2%	Shares	Sole	2024-02-06
2023-09-30	$220,982	4,947	-46.1%	Shares	Other	2023-11-13
2023-06-30	$475,483	9,181	-0.4%	Shares	Other	2023-08-14
2023-03-31	$515,210	9,215	+0.7%	Shares	Other	2023-05-08
2022-12-31	$560,955	9,148	-7.3%	Shares	Other	2023-02-14
2022-09-30	$681,908	9,867	-1.1%	Shares	Other	2022-11-14
2022-06-30	$796,503	9,980	+0.4%	Shares	Other	2022-08-05
2022-03-31	$844,431	9,938	+2.0%	Shares	Other	2022-05-16
2021-12-31	$765,645	9,746	+8.0%	Shares	Other	2022-02-15
2021-09-30	$658,786	9,022	+0.9%	Shares	Other	2021-11-15
2021-06-30	$657,936	8,943	+0.1%	Shares	Other	2021-08-12
2021-03-31	$678,474	8,932	+5.0%	Shares	Other	2021-05-13
2020-12-31	$639,500	8,504	+0.8%	Shares	Other	2021-02-10
2020-09-30	$665,774	8,435	+1.6%	Shares	Other	2020-11-12
2020-06-30	$674,118	8,304	+1.0%	Shares	Other	2020-08-11
2020-03-31	$593,473	8,221	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.