Smith Group Asset Management, LLC

Position in D — Dominion Energy, Inc

CIK 1893134 DALLAS, TX

Position in D

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$395,648

+$20,672 QoQ

Shares Held

6,400

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

9 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Utilities · as of Jun 30, 2026

Smith Group Asset Management, LLC holds $4,050,199 across 5 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	15,740	$1,837,959
2	ETR	Entergy Corp /De/	6,000	$689,160
3	ED	Consolidated Edison Inc	5,000	$553,150
4	EXC	Exelon Corp	11,000	$512,820
5	DTE	Dte Energy Co	3,000	$457,110

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$395,648	6,400	0.0%	Shares	Sole	2026-05-18
2025-12-31	$374,976	6,400	0.0%	Shares	Sole	2026-02-10
2025-09-30	$391,488	6,400	0.0%	Shares	Sole	2025-11-13
2025-06-30	$361,728	6,400	0.0%	Shares	Sole	2025-07-31
2025-03-31	$358,848	6,400	-5.9%	Shares	Sole	2025-04-28
2024-12-31	$366,248	6,800	+1600.0%	Shares	Sole	2025-01-23
2022-03-31	$33,988	400	0.0%	Shares	Sole	2022-05-05
2021-12-31	$31,424	400	0.0%	Shares	Sole	2022-02-02
2021-09-30	$29,208	400	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.