Platform Technology Partners

Position in D — Dominion Energy, Inc

CIK 1830817 NEW YORK, NY

Position in D

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

Position Value

$1,867,185

+$213,068 QoQ

Shares Held

27,342

+2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#467

of 1,535 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Platform Technology Partners holds $12,592,742 across 11 Utilities - Regulated Electric names. D ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	44,260	$3,884,700
2	DUK	Duke Energy CORP	22,181	$2,807,670
3	D	Dominion Energy, Inc This page	27,342	$1,867,185
4	ED	Consolidated Edison Inc	9,753	$1,078,974
5	AEP	American Electric Power Co Inc	6,277	$858,756
6	EXC	Exelon Corp	10,433	$486,386
7	ETR	Entergy Corp /De/	4,103	$471,270
8	SO	Southern Co	4,107	$393,080

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,867,185	27,342	+2.2%	Shares	Sole	2026-07-24
2026-03-31	$1,654,117	26,757	+5.5%	Shares	Sole	2026-04-27
2025-12-31	$1,486,018	25,363	+8.2%	Shares	Sole	2026-02-13
2025-09-30	$1,434,314	23,448	+14.2%	Shares	Sole	2025-10-29
2025-06-30	$1,160,638	20,535	+5.4%	Shares	Sole	2025-08-11
2025-03-31	$1,092,019	19,476	+6.3%	Shares	Sole	2025-05-01
2024-12-31	$987,253	18,330	+5.2%	Shares	Sole	2025-01-28
2024-09-30	$1,006,990	17,425	+5.2%	Shares	Sole	2024-11-04
2024-06-30	$811,783	16,567	+22.1%	Shares	Sole	2024-07-30
2023-12-31	$637,743	13,569	+40.6%	Shares	Sole	2024-02-13
2023-09-30	$430,976	9,648	+13.0%	Shares	Sole	2023-11-08
2023-06-30	$442,234	8,539	+4.1%	Shares	Sole	2023-07-12
2023-03-31	$458,406	8,199	+14.0%	Shares	Sole	2023-04-04
2022-12-31	$440,890	7,190	-7.7%	Shares	Sole	2023-01-11
2022-09-30	$538,643	7,794	+5.5%	Shares	Sole	2022-10-24
2022-06-30	$589,476	7,386	+4.0%	Shares	Sole	2022-08-04
2022-03-31	$603,541	7,103	+12.5%	Shares	Sole	2022-05-03
2021-12-31	$495,870	6,312	-5.3%	Shares	Sole	2022-02-01
2021-09-30	$486,459	6,662	-17.8%	Shares	Sole	2021-11-04
2021-06-30	$596,211	8,104	-13.7%	Shares	Sole	2021-08-05
2020-12-31	$706,278	9,392	-3.0%	Shares	Sole	2021-02-09
2020-09-30	$764,437	9,685	+6.0%	Shares	Sole	2020-11-30
2020-06-30	$741,660	9,136	+11.1%	Shares	Sole	2020-11-30
2020-03-31	$593,834	8,226	—	Shares	Sole	2020-11-30
No filing history on record for this holder in this stock.