SS&H Financial Advisors, Inc.

Position in D — Dominion Energy, Inc

CIK 1911735 TROY, MI

Position in D

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$579,986

+$82,382 QoQ

Shares Held

8,493

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#780

of 1,537 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SS&H Financial Advisors, Inc. holds $4,786,281 across 4 Utilities - Regulated Electric names. D ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	22,133	$1,942,613
2	AEP	American Electric Power Co Inc	11,423	$1,562,780
3	DTE	Dte Energy Co	4,600	$700,902
4	D	Dominion Energy, Inc This page	8,493	$579,986

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$579,986	8,493	0.0%	Shares	Sole	2026-08-04
2025-12-31	$497,604	8,493	0.0%	Shares	Sole	2026-01-20
2025-09-30	$519,516	8,493	0.0%	Shares	Sole	2025-10-17
2025-06-30	$480,024	8,493	-1.2%	Shares	Sole	2025-08-05
2025-03-31	$481,809	8,593	-5.0%	Shares	Sole	2025-04-10
2024-12-31	$487,055	9,043	0.0%	Shares	Sole	2025-01-14
2024-09-30	$522,594	9,043	0.0%	Shares	Sole	2024-10-09
2024-06-30	$443,107	9,043	-18.1%	Shares	Sole	2024-09-10
2024-03-31	$543,205	11,043	-6.0%	Shares	Sole	2024-05-09
2023-12-31	$551,921	11,743	-1.3%	Shares	Sole	2024-02-13
2023-09-30	$531,260	11,893	-10.2%	Shares	Sole	2023-10-18
2023-03-31	$740,416	13,243	-2.9%	Shares	Sole	2023-05-04
2022-12-31	$836,588	13,643	0.0%	Shares	Sole	2023-02-09
2022-09-30	$942,867	13,643	0.0%	Shares	Sole	2022-11-02
2022-06-30	$1,088,847	13,643	0.0%	Shares	Sole	2022-07-14
2022-03-31	$1,159,245	13,643	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.