Bradley & Co. Private Wealth Management, LLC

Position in D — Dominion Energy, Inc

CIK 1861678 MIAMI, FL

Position in D

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,004

+$284 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,493

of 1,537 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bradley & Co. Private Wealth Management, LLC holds $377,119 across 4 Utilities - Regulated Electric names. D ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	3,894	$341,775
2	DUK	Duke Energy CORP	222	$28,099
3	AEP	American Electric Power Co Inc	31	$4,241
4	D	Dominion Energy, Inc This page	44	$3,004

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,004	44	0.0%	Shares	Other	2026-08-10
2026-03-31	$2,720	44	0.0%	Shares	Other	2026-05-13
2025-12-31	$2,577	44	0.0%	Shares	Sole	2026-02-11
2025-09-30	$2,691	44	0.0%	Shares	Other	2025-11-12
2025-06-30	$2,486	44	0.0%	Shares	Other	2025-08-07
2025-03-31	$2,467	44	0.0%	Shares	Other	2025-05-01
2024-12-31	$2,369	44	0.0%	Shares	Other	2025-02-04
2024-06-30	$2,156	44	0.0%	Shares	Other	2024-07-31
2024-03-31	$2,164	44	0.0%	Shares	Other	2024-04-29
2023-12-31	$2,068	44	0.0%	Shares	Other	2024-02-02
2023-09-30	$1,965	44	0.0%	Shares	Other	2023-10-27
2023-06-30	$2,278	44	0.0%	Shares	Other	2023-07-25
2023-03-31	$2,460	44	0.0%	Shares	Other	2023-05-09
2022-12-31	$2,698	44	0.0%	Shares	Other	2023-02-13
2022-09-30	$3,040	44	0.0%	Shares	Other	2022-10-21
2022-06-30	$3,511	44	0.0%	Shares	Other	2022-07-25
2022-03-31	$3,738	44	0.0%	Shares	Other	2022-05-06
2021-12-31	$3,456	44	0.0%	Shares	Other	2022-01-21
2021-09-30	$3,212	44	0.0%	Shares	Other	2021-11-05
2021-06-30	$3,237	44	0.0%	Shares	Other	2021-08-09
2021-03-31	$3,342	44	—	Shares	Other	2021-05-12
No filing history on record for this holder in this stock.