David J Yvars Group

Position in D — Dominion Energy, Inc

CIK 1836266 UNIVERSITY PARK, FL

Position in D

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$233,346

+$22,231 QoQ

Shares Held

3,417

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,133

of 1,537 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

David J Yvars Group holds $2,212,109 across 4 Utilities - Regulated Electric names. D ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	7,852	$868,666
2	SO	Southern Co	6,830	$653,699
3	AEP	American Electric Power Co Inc	3,336	$456,398
4	D	Dominion Energy, Inc This page	3,417	$233,346

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,346	3,417	+0.1%	Shares	Sole	2026-07-07
2026-03-31	$211,115	3,415	-3.6%	Shares	Sole	2026-04-08
2025-12-31	$207,584	3,543	+0.1%	Shares	Sole	2026-01-12
2025-09-30	$216,541	3,540	-15.9%	Shares	Sole	2025-10-27
2025-03-31	$235,942	4,208	-2.0%	Shares	Sole	2025-04-17
2024-12-31	$231,328	4,295	+11.8%	Shares	Sole	2025-01-14
2024-09-30	$222,086	3,843	-7.2%	Shares	Sole	2024-10-31
2024-06-30	$202,909	4,141	—	Shares	Sole	2024-07-23
No filing history on record for this holder in this stock.