Lloyd Advisory Services, LLC.

Position in D — Dominion Energy, Inc

CIK 1802474 SUWANEE, GA

Position in D

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$12,019

+$3,172 QoQ

Shares Held

176

+16.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,435

of 1,537 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $1,310,451 across 21 Utilities - Regulated Electric names. D ranks #12 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	2,360	$298,728
2	FE	Firstenergy Corp	4,768	$226,670
3	WEC	Wec Energy Group, Inc.	1,616	$188,700
4	NGG	National Grid PLC	2,128	$176,347
5	PPL	PPL Corp	3,609	$131,187
6	SO	Southern Co	1,041	$99,634
7	XEL	Xcel Energy Inc	945	$75,883
8	ES	Eversource Energy	530	$38,303

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,019	176	+16.6%	Shares	Sole	2026-08-07
2025-12-31	$8,847	151	-99.2%	Shares	Sole	2026-02-06
2024-03-31	$966,091	19,640	+350.3%	Shares	Sole	2024-04-12
2023-12-31	$205,014	4,362	+62.5%	Shares	Sole	2024-02-13
2022-03-31	$228,144	2,685	+19.9%	Shares	Other	2022-05-02
2021-12-31	$175,895	2,239	+2.6%	Shares	Other	2022-01-26
2021-09-30	$159,329	2,182	+45.6%	Shares	Other	2021-10-21
2021-06-30	$110,281	1,499	+5.0%	Shares	Other	2021-08-09
2021-03-31	$108,470	1,428	-4.9%	Shares	Other	2021-05-04
2020-12-31	$112,950	1,502	-7.3%	Shares	Other	2021-02-04
2020-09-30	$127,866	1,620	-53.6%	Shares	Other	2020-10-28
2020-03-31	$252,231	3,494	—	Shares	Other	2020-06-03
No filing history on record for this holder in this stock.