WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in D — Dominion Energy, Inc

CIK 1812177 HIGHLAND PARK, IL

Position in D

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

Position Value

$265,306

+$25,136 QoQ

Shares Held

3,885

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,079

of 1,537 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $811,011 across 3 Utilities - Regulated Electric names. D ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	2,569	$284,208
2	D	Dominion Energy, Inc This page	3,885	$265,306
3	PEG	Public Service Enterprise Group Inc	3,222	$261,497

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,306	3,885	0.0%	Shares	Sole	2026-07-20
2026-03-31	$240,170	3,885	+2023.0%	Shares	Sole	2026-04-30
2021-09-30	$13,362	183	-19.4%	Shares	Sole	2021-11-15
2021-06-30	$16,700	227	0.0%	Shares	Sole	2021-08-16
2021-03-31	$17,242	227	+0.4%	Shares	Sole	2021-05-17
2020-12-31	$16,995	226	-7.8%	Shares	Sole	2021-02-19
2020-09-30	$19,337	245	-99.6%	Shares	Sole	2020-11-13
2020-06-30	$4,928,600	60,712	-1.0%	Shares	Sole	2020-08-18
2020-03-31	$4,428,567	61,346	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.