Sandbox Financial Partners, LLC

Position in D — Dominion Energy, Inc

CIK 1844892 BETHESDA, MD

Position in D

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$215,689

+$10,976 QoQ

Shares Held

3,489

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Sandbox Financial Partners, LLC holds $2,442,200 across 4 Utilities - Regulated Electric names. D ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	15,276	$1,418,834
2	AEP	American Electric Power Co Inc	3,091	$405,168
3	DUK	Duke Energy CORP	3,074	$402,509
4	D	Dominion Energy, Inc This page	3,489	$215,689

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$215,689	3,489	-0.1%	Shares	Sole	2026-04-08
2025-12-31	$204,713	3,494	-2.4%	Shares	Sole	2026-01-07
2025-09-30	$218,927	3,579	-1.8%	Shares	Sole	2025-10-17
2025-06-30	$206,071	3,646	-0.3%	Shares	Sole	2025-07-09
2025-03-31	$204,991	3,656	+4.4%	Shares	Sole	2025-04-11
2024-09-30	$202,322	3,501	-17.0%	Shares	Sole	2024-10-07
2023-03-31	$235,940	4,220	+0.1%	Shares	Sole	2023-04-21
2022-12-31	$258,586	4,217	-12.8%	Shares	Sole	2023-01-25
2022-09-30	$334,146	4,835	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$388,195	4,864	+0.5%	Shares	Sole	2022-08-11
2022-03-31	$411,169	4,839	-3.5%	Shares	Sole	2022-04-13
2021-12-31	$394,056	5,016	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$365,100	5,000	+0.4%	Shares	Sole	2021-11-12
2021-06-30	$366,231	4,978	+0.4%	Shares	Sole	2021-08-16
2021-03-31	$376,457	4,956	+7.6%	Shares	Sole	2021-05-07
2020-12-31	$346,296	4,605	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.