Newton One Investments LLC

Position in D — Dominion Energy, Inc

CIK 1842787 NEWARK, DE

Position in D

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$10,584

+$1,126 QoQ

Shares Held

155

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,444

of 1,536 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Newton One Investments LLC holds $285,229 across 4 Utilities - Regulated Electric names. D ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	4,578	$213,426
2	PPL	PPL Corp	1,524	$55,397
3	D	Dominion Energy, Inc This page	155	$10,584
4	DUK	Duke Energy CORP	46	$5,822

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,584	155	+1.3%	Shares	Sole	2026-07-22
2026-03-31	$9,458	153	+0.7%	Shares	Sole	2026-04-24
2025-12-31	$8,905	152	+1.3%	Shares	Sole	2026-01-23
2025-09-30	$9,175	150	+1.4%	Shares	Sole	2025-10-10
2025-06-30	$8,364	148	+1.4%	Shares	Sole	2025-07-16
2025-03-31	$8,186	146	+0.7%	Shares	Sole	2025-04-21
2024-12-31	$7,809	145	+2.8%	Shares	Sole	2025-01-27
2024-06-30	$6,909	141	+1.4%	Shares	Sole	2024-07-17
2024-03-31	$6,837	139	+1.5%	Shares	Sole	2024-04-16
2023-12-31	$6,439	137	+0.7%	Shares	Sole	2024-01-23
2023-09-30	$6,075	136	+1.5%	Shares	Sole	2023-10-23
2023-06-30	$6,939	134	+1.5%	Shares	Sole	2023-07-20
2023-03-31	$7,380	132	0.0%	Shares	Sole	2023-04-19
2022-12-31	$8,094	132	-50.0%	Shares	Sole	2023-01-23
2022-09-30	$18,245	264	0.0%	Shares	Sole	2022-10-19
2022-06-30	$21,069	264	0.0%	Shares	Sole	2022-07-11
2022-03-31	$22,432	264	0.0%	Shares	Sole	2022-04-28
2021-12-31	$20,739	264	0.0%	Shares	Sole	2022-01-25
2021-09-30	$19,277	264	0.0%	Shares	Sole	2021-10-19
2021-06-30	$19,422	264	—	Shares	Sole	2021-07-16
No filing history on record for this holder in this stock.