Fortis Group Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 1815183 WESTWOOD, NJ

Position in D

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$887

+$84 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,512

of 1,537 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Fortis Group Advisors, LLC holds $2,114,063 across 17 Utilities - Regulated Electric names. D ranks #16 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	9,720	$788,874
2	WEC	Wec Energy Group, Inc.	3,819	$445,944
3	FE	Firstenergy Corp	7,427	$353,079
4	ES	Eversource Energy	3,891	$281,202
5	DUK	Duke Energy CORP	570	$72,150
6	EXC	Exelon Corp	1,202	$56,037
7	ETR	Entergy Corp /De/	344	$39,511
8	TXNM	Txnm Energy Inc	400	$22,712

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$887	13	0.0%	Shares	Sole	2026-07-24
2026-03-31	$803	13	0.0%	Shares	Sole	2026-05-08
2025-12-31	$761	13	0.0%	Shares	Sole	2026-02-06
2025-09-30	$795	13	0.0%	Shares	Sole	2025-11-07
2025-06-30	$734	13	0.0%	Shares	Sole	2025-08-08
2025-03-31	$728	13	0.0%	Shares	Sole	2025-05-02
2024-12-31	$700	13	0.0%	Shares	Sole	2025-01-31
2024-09-30	$751	13	0.0%	Shares	Sole	2024-10-21
2024-06-30	$637	13	-99.9%	Shares	Sole	2024-07-30
2024-03-31	$931,658	18,940	+72746.2%	Shares	Sole	2024-04-30
2023-12-31	$1,222	26	+100.0%	Shares	Sole	2024-03-04
2023-09-30	$580	13	-99.6%	Shares	Sole	2023-12-01
2020-09-30	$270,493	3,427	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.