Cordgrass Capital Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 1912040 RALEIGH, NC

Position in D

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$691,982

+$63,520 QoQ

Shares Held

10,133

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#730

of 1,537 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cordgrass Capital Advisors, LLC holds $4,436,444 across 3 Utilities - Regulated Electric names. D ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	20,015	$1,915,635
2	DUK	Duke Energy CORP	14,448	$1,828,827
3	D	Dominion Energy, Inc This page	10,133	$691,982

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$691,982	10,133	-0.3%	Shares	Sole	2026-08-06
2026-03-31	$628,462	10,166	+21.9%	Shares	Sole	2026-05-07
2025-12-31	$488,464	8,337	-9.8%	Shares	Sole	2026-02-02
2025-09-30	$565,577	9,246	-3.9%	Shares	Sole	2025-11-04
2025-06-30	$543,948	9,624	0.0%	Shares	Sole	2025-07-31
2025-03-31	$539,617	9,624	0.0%	Shares	Sole	2025-05-12
2024-12-31	$518,348	9,624	+10.8%	Shares	Sole	2025-02-07
2024-09-30	$501,906	8,685	-3.6%	Shares	Sole	2024-11-06
2024-06-30	$441,588	9,012	-5.2%	Shares	Sole	2024-07-18
2024-03-31	$467,649	9,507	+4.4%	Shares	Sole	2024-04-23
2023-12-31	$428,029	9,107	-1.6%	Shares	Sole	2024-02-09
2023-09-30	$413,510	9,257	-7.0%	Shares	Sole	2023-10-19
2023-06-30	$515,673	9,957	+3.5%	Shares	Sole	2023-07-27
2023-03-31	$538,077	9,624	-6.2%	Shares	Sole	2023-04-24
2022-12-31	$628,959	10,257	+9.4%	Shares	Sole	2023-01-18
2022-09-30	$648,182	9,379	0.0%	Shares	Sole	2022-11-03
2022-06-30	$748,537	9,379	0.0%	Shares	Sole	2022-07-25
2022-03-31	$796,933	9,379	+1.7%	Shares	Sole	2022-05-11
2021-12-31	$724,166	9,218	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.