44 WEALTH MANAGEMENT LLC

Position in D — Dominion Energy, Inc

CIK 1831187 EUGENE, OR

Position in D

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,506,306

+$66,340 QoQ

Shares Held

24,366

-0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $5,660,194 across 5 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	12,202	$1,859,218
2	EVRG	Evergy, Inc.	19,460	$1,681,927
3	AEP	American Electric Power Co Inc	11,044	$1,510,929
4	DUK	Duke Energy CORP	2,768	$350,373
5	SO	Southern Co	2,693	$257,747

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,506,306	24,366	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$1,439,966	24,577	-5.2%	Shares	Sole	2026-02-09
2025-09-30	$1,586,566	25,937	+41.8%	Shares	Sole	2025-11-14
2025-06-30	$1,033,524	18,286	+66.4%	Shares	Sole	2025-08-15
2025-03-31	$616,097	10,988	+0.9%	Shares	Sole	2025-04-29
2024-12-31	$586,643	10,892	-5.4%	Shares	Sole	2025-02-03
2024-09-30	$665,047	11,508	+202.2%	Shares	Sole	2024-10-25
2023-03-31	$212,905	3,808	-96.5%	Shares	Sole	2023-04-20
2022-12-31	$6,702,582	109,305	+2770.4%	Shares	Sole	2023-01-20
2022-09-30	$263,170	3,808	0.0%	Shares	Sole	2022-10-12
2022-06-30	$303,916	3,808	-7.4%	Shares	Sole	2022-07-22
2022-03-31	$349,566	4,114	-95.0%	Shares	Sole	2022-04-18
2021-12-31	$6,496,519	82,695	+2071.6%	Shares	Sole	2022-01-13
2021-09-30	$278,060	3,808	0.0%	Shares	Sole	2021-10-20
2021-06-30	$280,154	3,808	-1.8%	Shares	Sole	2021-07-19
2021-03-31	$294,648	3,879	-5.1%	Shares	Sole	2021-05-18
2020-12-31	$307,267	4,086	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.