Herold Advisors, Inc.

Position in D — Dominion Energy, Inc

CIK 1891713 New York, NY

Position in D

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$274,730

+$26,029 QoQ

Shares Held

4,023

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,060

of 1,535 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Herold Advisors, Inc. holds $7,734,727 across 7 Utilities - Regulated Electric names. D ranks #7 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	27,346	$2,400,158
2	ED	Consolidated Edison Inc	17,334	$1,917,660
3	PEG	Public Service Enterprise Group Inc	16,078	$1,304,890
4	NGG	National Grid PLC	14,125	$1,170,538
5	AEP	American Electric Power Co Inc	2,678	$366,377
6	DUK	Duke Energy CORP	2,373	$300,374
7	D	Dominion Energy, Inc This page	4,023	$274,730

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,730	4,023	0.0%	Shares	Sole	2026-07-22
2026-03-31	$248,701	4,023	+0.6%	Shares	Sole	2026-05-15
2025-12-31	$234,360	4,000	-7.0%	Shares	Sole	2026-02-17
2025-09-30	$263,031	4,300	-9.7%	Shares	Sole	2025-11-13
2025-06-30	$269,035	4,760	0.0%	Shares	Sole	2025-08-14
2025-03-31	$266,893	4,760	-3.1%	Shares	Sole	2025-05-13
2024-12-31	$264,614	4,913	+3.2%	Shares	Sole	2025-02-14
2024-09-30	$275,080	4,760	+0.5%	Shares	Sole	2024-11-14
2024-03-31	$232,914	4,735	+13.1%	Shares	Sole	2024-05-10
2023-06-30	$216,741	4,185	+5.7%	Shares	Sole	2023-07-17
2023-03-31	$221,403	3,960	+98.0%	Shares	Sole	2023-04-19
2022-03-31	$169,940	2,000	0.0%	Shares	Sole	2022-05-09
2021-09-30	$146,040	2,000	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.