Position in D
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$506,506
+$47,988 QoQ
Shares Held
7,417
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#831
of 1,537 holders
Holding Since
Dec 2020
21 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, 2026Olde Wealth Management, LLC holds $506,506 across 1 Utilities - Regulated Electric name. D ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
7,417 | $506,506 |
All Filings in D
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,506 | 7,417 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $458,518 | 7,417 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $434,562 | 7,417 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $453,697 | 7,417 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $415,871 | 7,417 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $399,479 | 7,417 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $428,628 | 7,417 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $363,433 | 7,417 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $348,599 | 7,417 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $331,317 | 7,417 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $384,126 | 7,417 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $414,684 | 7,417 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $454,810 | 7,417 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $512,588 | 7,417 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $591,950 | 7,417 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $630,222 | 7,417 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $582,679 | 7,417 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $541,589 | 7,417 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $545,668 | 7,417 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $553,292 | 7,284 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $547,756 | 7,284 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||