Houlihan Financial Resource Group, Ltd.

Position in D — Dominion Energy, Inc

CIK 1802879 ASHBURN, VA

Position in D

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$590,776

+$56,404 QoQ

Shares Held

8,651

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#774

of 1,537 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Houlihan Financial Resource Group, Ltd. holds $590,776 across 1 Utilities - Regulated Electric name. D ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	D	Dominion Energy, Inc This page	8,651	$590,776

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,776	8,651	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$534,372	8,644	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$505,983	8,636	+0.0%	Shares	Sole	2026-02-10
2025-06-30	$488,050	8,635	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$483,715	8,627	+0.1%	Shares	Sole	2025-05-12
2024-12-31	$464,219	8,619	-8.4%	Shares	Sole	2025-02-11
2024-09-30	$543,861	9,411	+0.1%	Shares	Sole	2024-11-01
2024-06-30	$460,747	9,403	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$462,140	9,395	+0.1%	Shares	Sole	2024-05-06
2023-12-31	$441,142	9,386	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$418,870	9,377	-92.6%	Shares	Sole	2023-11-09
2023-06-30	$6,584,166	127,132	+1258.1%	Shares	Sole	2023-08-02
2023-03-31	$523,373	9,361	-2.0%	Shares	Sole	2023-05-11
2022-12-31	$585,789	9,553	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$659,793	9,547	-1.0%	Shares	Sole	2022-12-13
2020-09-30	$761,121	9,643	-11.1%	Shares	Sole	2020-11-13
2020-03-31	$783,333	10,851	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.