Birchcreek Wealth Management, LLC
Position in D — Dominion Energy, Inc
CIK 1840341
MIAMI TOWNSHIP, OH
Position in D
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$571,997
+$74,285 QoQ
Shares Held
8,376
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#787
of 1,537 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Birchcreek Wealth Management, LLC holds $1,032,115 across 2 Utilities - Regulated Electric names. D ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
8,376 | $571,997 | |
| 2 | DUK |
Duke Energy CORP
|
3,635 | $460,118 |
All Filings in D
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,997 | 8,376 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $497,712 | 8,051 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $471,708 | 8,051 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $492,479 | 8,051 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $455,042 | 8,051 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $451,419 | 8,051 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $433,626 | 8,051 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $465,267 | 8,051 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $262,199 | 5,351 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $263,215 | 5,351 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $251,497 | 5,351 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $239,029 | 5,351 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $297,844 | 5,751 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $321,538 | 5,751 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $352,651 | 5,751 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $397,451 | 5,751 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $458,987 | 5,751 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $488,662 | 5,751 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $451,798 | 5,751 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $419,938 | 5,751 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $423,101 | 5,751 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $436,845 | 5,751 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $466,240 | 6,200 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||