BCGM Wealth Management, LLC

Position in D — Dominion Energy, Inc

CIK 1830467 LAFAYETTE, IN

Position in D

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$805,890

+$98,855 QoQ

Shares Held

11,801

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#686

of 1,533 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BCGM Wealth Management, LLC holds $2,285,624 across 4 Utilities - Regulated Electric names. D ranks #1 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	11,801	$805,890
2	DUK	Duke Energy CORP	5,624	$711,885
3	AEP	American Electric Power Co Inc	3,387	$463,375
4	NEE	Nextera Energy Inc	3,469	$304,474

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$805,890	11,801	+3.2%	Shares	Sole	2026-08-04
2026-03-31	$707,035	11,437	-2.8%	Shares	Sole	2026-05-05
2025-12-31	$689,311	11,765	-0.1%	Shares	Sole	2026-01-07
2025-09-30	$720,337	11,776	-6.7%	Shares	Sole	2025-11-12
2025-06-30	$713,508	12,624	+3.3%	Shares	Sole	2025-08-05
2025-03-31	$685,175	12,220	+12.8%	Shares	Sole	2025-05-08
2024-12-31	$583,411	10,832	-7.6%	Shares	Sole	2025-02-04
2024-09-30	$677,761	11,728	+1.0%	Shares	Sole	2024-11-06
2024-06-30	$568,841	11,609	-12.2%	Shares	Sole	2024-07-30
2024-03-31	$650,242	13,219	-4.5%	Shares	Sole	2024-05-07
2023-12-31	$650,480	13,840	+12.4%	Shares	Sole	2024-02-13
2023-09-30	$550,066	12,314	+28.7%	Shares	Sole	2023-11-08
2023-06-30	$495,526	9,568	+10.0%	Shares	Sole	2023-08-07
2023-03-31	$486,417	8,700	+198.0%	Shares	Sole	2023-05-02
2022-09-30	$201,732	2,919	-21.3%	Shares	Sole	2022-11-03
2022-06-30	$296,015	3,709	-8.9%	Shares	Sole	2022-08-01
2022-03-31	$345,997	4,072	-60.9%	Shares	Sole	2022-05-02
2021-12-31	$817,652	10,408	+4.3%	Shares	Sole	2022-02-01
2021-09-30	$728,739	9,980	+7.6%	Shares	Sole	2021-11-01
2021-06-30	$682,141	9,272	+9.2%	Shares	Sole	2021-08-02
2021-03-31	$644,748	8,488	+18.5%	Shares	Sole	2021-04-21
2020-12-31	$538,582	7,162	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.