Widmann Financial Services, Inc.

Position in D — Dominion Energy, Inc

CIK 1906640 BOWIE, MD

Position in D

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

Position Value

$202,206

-$5,571 QoQ

Shares Held

2,961

-11.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,210

of 1,537 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Widmann Financial Services, Inc. holds $3,436,078 across 5 Utilities - Regulated Electric names. D ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,249	$1,423,898
2	SO	Southern Co	12,641	$1,209,870
3	AEP	American Electric Power Co Inc	2,771	$379,100
4	NEE	Nextera Energy Inc	2,518	$221,004
5	D	Dominion Energy, Inc This page	2,961	$202,206

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,206	2,961	-11.9%	Shares	Sole	2026-08-14
2026-03-31	$207,777	3,361	-6.4%	Shares	Sole	2026-05-15
2025-09-30	$219,661	3,591	-2.7%	Shares	Sole	2025-11-14
2025-06-30	$208,615	3,691	0.0%	Shares	Sole	2025-08-14
2025-03-31	$206,954	3,691	0.0%	Shares	Sole	2025-05-14
2024-09-30	$213,302	3,691	-2.4%	Shares	Sole	2024-11-14
2024-06-30	$185,220	3,780	+11.8%	Shares	Sole	2024-08-14
2022-12-31	$207,384	3,382	-69.5%	Shares	Sole	2023-02-06
2022-09-30	$765,116	11,071	-2.6%	Shares	Sole	2022-11-14
2022-06-30	$906,881	11,363	-0.9%	Shares	Sole	2022-08-01
2022-03-31	$974,011	11,463	+220.7%	Shares	Sole	2022-05-04
2021-12-31	$280,773	3,574	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.