Beacon Bank & Trust

Bank

Position in D — Dominion Energy, Inc

CIK 1831984 Boston, MA

Position in D

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,424,528

+$36,856 QoQ

Shares Held

20,860

-7.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#523

of 1,537 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Beacon Bank & Trust holds $6,628,842 across 5 Utilities - Regulated Electric names. D ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	47,203	$4,143,007
2	D	Dominion Energy, Inc This page	20,860	$1,424,528
3	SO	Southern Co	4,804	$459,790
4	PEG	Public Service Enterprise Group Inc	4,733	$384,129
5	ES	Eversource Energy	3,008	$217,388

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,424,528	20,860	-7.1%	Shares	Sole	2026-08-03
2026-03-31	$1,387,672	22,447	-14.8%	Shares	Sole	2026-04-28
2025-12-31	$1,543,260	26,340	-13.2%	Shares	Sole	2026-02-17
2025-09-30	$1,857,242	30,362	-2.3%	Shares	Sole	2025-10-24
2025-06-30	$1,756,245	31,073	-0.7%	Shares	Sole	2025-07-09
2025-03-31	$1,755,271	31,305	+2.4%	Shares	Sole	2025-04-17
2024-12-31	$1,646,445	30,569	-12.8%	Shares	Sole	2025-01-22
2024-09-30	$2,026,579	35,068	+20.4%	Shares	Sole	2024-10-18
2024-06-30	$1,427,615	29,135	-2.1%	Shares	Sole	2024-07-12
2024-03-31	$1,464,090	29,764	-4.7%	Shares	Sole	2024-04-24
2023-12-31	$1,467,763	31,229	-3.2%	Shares	Sole	2024-01-22
2023-09-30	$1,441,277	32,265	-1.9%	Shares	Sole	2023-11-01
2023-06-30	$1,703,838	32,899	+2.8%	Shares	Sole	2023-07-12
2023-03-31	$1,788,728	31,993	+7.6%	Shares	Sole	2023-04-11
2022-12-31	$1,823,042	29,730	-0.3%	Shares	Sole	2023-02-02
2022-09-30	$2,060,168	29,810	+1.8%	Shares	Sole	2022-11-07
2022-06-30	$2,336,756	29,279	+6.1%	Shares	Sole	2022-07-15
2022-03-31	$2,345,511	27,604	-1.3%	Shares	Sole	2022-04-21
2021-12-31	$2,196,616	27,961	+3.4%	Shares	Sole	2022-01-28
2021-09-30	$1,974,095	27,035	-2.0%	Shares	Sole	2021-10-14
2021-06-30	$2,030,310	27,597	+0.6%	Shares	Sole	2021-07-26
2021-03-31	$2,083,127	27,424	+0.9%	Shares	Sole	2021-04-19
2020-12-31	$2,043,108	27,169	+10.5%	Shares	Sole	2021-01-27
2020-09-30	$1,941,519	24,598	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.