Texas Capital Bank Wealth Management Services Inc

Bank

Position in D — Dominion Energy, Inc

CIK 1802655 Dallas, TX

Back to D Full portfolio

Position in D

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

Position Value

$661,524

-$43,037 QoQ

Shares Held

9,687

-15.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#750

of 1,537 holders

Holding Since

Sep 2023

5 quarters on record

Voting authority Sole 2% Shared 8% None 90%

Common Shares in D Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Texas Capital Bank Wealth Management Services Inc holds $12,177,200 across 6 Utilities - Regulated Electric names. D ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	102,946	$9,035,569
2	DUK	Duke Energy CORP	8,913	$1,128,207
3	D	Dominion Energy, Inc This page	9,687	$661,524
4	AEP	American Electric Power Co Inc	4,149	$567,623
5	SO	Southern Co	4,714	$451,176
6	EVRG	Evergy, Inc.	3,854	$333,101

All Filings in D

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,524	9,687	-15.0%	Shares	Sole	2026-08-07
2026-03-31	$704,561	11,397	+157.4%	Shares	Other	2026-05-11
2025-12-31	$259,436	4,428	-59.6%	Shares	Other	2026-02-09
2023-12-31	$515,355	10,965	-42.9%	Shares	Sole	2024-02-08
2023-09-30	$857,306	19,192	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.