Allegheny Financial Group

Position in D — Dominion Energy, Inc

CIK 1844148 Pittsburgh, PA

Position in D

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

Position Value

$352,991

+$33,691 QoQ

Shares Held

5,169

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#962

of 1,533 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Allegheny Financial Group holds $5,915,234 across 10 Utilities - Regulated Electric names. D ranks #6 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	15,729	$1,380,534
2	SO	Southern Co	11,942	$1,142,968
3	PPL	PPL Corp	27,406	$996,208
4	DUK	Duke Energy CORP	4,048	$512,395
5	PEG	Public Service Enterprise Group Inc	4,438	$360,188
6	D	Dominion Energy, Inc This page	5,169	$352,991
7	ED	Consolidated Edison Inc	3,189	$352,799
8	EXC	Exelon Corp	6,468	$301,538

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,991	5,169	+0.1%	Shares	Sole	2026-07-22
2026-03-31	$319,300	5,165	+1.0%	Shares	Sole	2026-04-16
2025-12-31	$299,570	5,113	-0.6%	Shares	Sole	2026-02-02
2025-09-30	$314,597	5,143	-1.3%	Shares	Sole	2025-11-06
2024-12-31	$280,718	5,212	+63.3%	Shares	Sole	2025-02-14
2022-09-30	$220,530	3,191	-18.3%	Shares	Sole	2022-11-01
2022-06-30	$311,897	3,908	+4.9%	Shares	Sole	2022-08-11
2022-03-31	$316,428	3,724	-15.6%	Shares	Sole	2022-05-11
2021-12-31	$346,685	4,413	+0.3%	Shares	Sole	2022-05-11
2021-09-30	$321,361	4,401	+0.4%	Shares	Sole	2021-11-05
2021-06-30	$322,604	4,385	-6.1%	Shares	Sole	2021-08-10
2021-03-31	$354,733	4,670	-2.6%	Shares	Sole	2021-05-12
2020-12-31	$360,584	4,795	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.