AAFMAA Wealth Management & Trust LLC
Position in D — Dominion Energy, Inc
CIK 1846160
FAYETTEVILLE, NC
Position in D
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$229,454
+$21,739 QoQ
Shares Held
3,360
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,147
of 1,537 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AAFMAA Wealth Management & Trust LLC holds $3,521,137 across 3 Utilities - Regulated Electric names. D ranks #3 (6.5% of the industry book) .
All Filings in D
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,454 | 3,360 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $207,715 | 3,360 | Shares | Sole | 2026-04-08 | |
| 2022-03-31 | $876,805 | 10,319 | Shares | Other | 2022-07-19 | |
| 2021-12-31 | $810,660 | 10,319 | Shares | Other | 2022-01-20 | |
| 2021-09-30 | $753,493 | 10,319 | Shares | Other | 2021-10-12 | |
| 2021-06-30 | $759,168 | 10,319 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $783,831 | 10,319 | Shares | Other | 2021-04-29 | |
| 2020-12-31 | $3,258,716 | 43,334 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||