Destiny Wealth Partners, LLC

Position in D — Dominion Energy, Inc

CIK 1844369 TAVARES, FL

Position in D

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$29,673

+$9,377 QoQ

Shares Held

480

+45.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Destiny Wealth Partners, LLC holds $415,904 across 2 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)	Open
1	EVRG	Evergy, Inc.	2,439	$210,802
2	ES	Eversource Energy	2,838	$205,102

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,673	480	+45.0%	Shares	Sole	2026-05-11
2022-12-31	$20,296	331	+215.2%	Shares	Sole	2023-01-27
2022-09-30	$7,256	105	0.0%	Shares	Sole	2022-10-25
2022-06-30	$8,380	105	0.0%	Shares	Sole	2022-07-15
2022-03-31	$8,921	105	0.0%	Shares	Sole	2022-04-21
2021-12-31	$8,248	105	0.0%	Shares	Sole	2022-01-20
2021-09-30	$7,667	105	0.0%	Shares	Sole	2021-10-28
2021-03-31	$7,975	105	0.0%	Shares	Sole	2021-04-22
2020-12-31	$7,896	105	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.