Walkner Condon Financial Advisors LLC

Position in D — Dominion Energy, Inc

CIK 1817494 MADISON, WI

Position in D

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$238,810

+$23,677 QoQ

Shares Held

3,497

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,125

of 1,537 holders

Holding Since

Jun 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Walkner Condon Financial Advisors LLC holds $1,130,337 across 4 Utilities - Regulated Electric names. D ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	3,185	$371,912
2	SO	Southern Co	3,208	$307,037
3	D	Dominion Energy, Inc This page	3,497	$238,810
4	NEE	Nextera Energy Inc	2,422	$212,578

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,810	3,497	+0.5%	Shares	Sole	2026-07-27
2026-03-31	$215,133	3,480	+0.1%	Shares	Sole	2026-04-28
2025-12-31	$203,717	3,477	+0.5%	Shares	Sole	2026-01-21
2025-09-30	$211,709	3,461	+30.2%	Shares	Sole	2025-10-29
2022-06-30	$212,134	2,658	+5.9%	Shares	Sole	2022-08-04
2022-03-31	$213,359	2,511	-2.3%	Shares	Sole	2022-05-03
2020-09-30	$202,771	2,569	+0.9%	Shares	Sole	2020-11-19
2020-06-30	$206,765	2,547	—	Shares	Sole	2020-08-26
No filing history on record for this holder in this stock.