Wellspring Financial Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 1811308 CLEVELAND, OH

Position in D

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$473,864

+$36,303 QoQ

Shares Held

6,939

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#861

of 1,537 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $3,277,912 across 5 Utilities - Regulated Electric names. D ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	18,668	$1,638,490
2	AEE	Ameren Corp	6,259	$707,517
3	D	Dominion Energy, Inc This page	6,939	$473,864
4	XEL	Xcel Energy Inc	2,955	$237,286
5	DUK	Duke Energy CORP	1,744	$220,755

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,864	6,939	-2.0%	Shares	Sole	2026-07-20
2026-03-31	$437,561	7,078	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.