Cypress Point Wealth Management, LLC

Position in D — Dominion Energy, Inc

CIK 1825611 DALLAS, TX

Position in D

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$368,014

-$185,834 QoQ

Shares Held

5,389

-26.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#950

of 1,537 holders

Holding Since

Dec 2020

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cypress Point Wealth Management, LLC holds $843,584 across 3 Utilities - Regulated Electric names. D ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	5,389	$368,014
2	NEE	Nextera Energy Inc	3,000	$263,310
3	EXC	Exelon Corp	4,553	$212,260

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$368,014	5,389	-26.8%	Shares	Sole	2026-07-17
2020-12-31	$553,848	7,365	—	Shares	Other	2021-02-05
No filing history on record for this holder in this stock.