WCG Wealth Advisors LLC

Position in D — Dominion Energy, Inc

CIK 1855713 LAS VEGAS, NV

Position in D

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,244,096

+$923,002 QoQ

Shares Held

91,435

+6.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#271

of 1,537 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $15,395,546 across 6 Utilities - Regulated Electric names. D ranks #1 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	91,435	$6,244,096
2	DUK	Duke Energy CORP	24,035	$3,042,350
3	SO	Southern Co	26,068	$2,494,968
4	ETR	Entergy Corp /De/	11,247	$1,291,830
5	NEE	Nextera Energy Inc	14,718	$1,291,798
6	EVRG	Evergy, Inc.	11,923	$1,030,504

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,244,096	91,435	+6.2%	Shares	Sole	2026-08-14
2026-03-31	$5,321,094	86,074	+20.4%	Shares	Sole	2026-05-12
2025-12-31	$4,188,130	71,482	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.