SageView Advisory Group, LLC

Position in D — Dominion Energy, Inc

CIK 1914558 NEWPORT BEACH, CA

Position in D

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,077,723

+$113,949 QoQ

Shares Held

30,425

-4.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#441

of 1,537 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SageView Advisory Group, LLC holds $8,340,129 across 14 Utilities - Regulated Electric names. D ranks #1 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	30,425	$2,077,723
2	NEE	Nextera Energy Inc	14,853	$1,303,647
3	DUK	Duke Energy CORP	5,562	$704,037
4	AEP	American Electric Power Co Inc	4,388	$600,322
5	EXC	Exelon Corp	12,168	$567,272
6	EIX	Edison International	6,461	$481,021
7	XEL	Xcel Energy Inc	5,852	$469,915
8	SO	Southern Co	4,814	$460,747

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,077,723	30,425	-4.2%	Shares	Sole	2026-08-10
2026-03-31	$1,963,774	31,766	-42.5%	Shares	Sole	2026-08-10
2025-12-31	$3,237,331	55,254	-1.6%	Shares	Sole	2026-02-17
2025-09-30	$3,435,735	56,167	+100.8%	Shares	Sole	2025-11-13
2025-06-30	$1,580,751	27,968	+21.5%	Shares	Sole	2025-08-13
2025-03-31	$1,290,338	23,013	-3.2%	Shares	Sole	2025-05-19
2024-12-31	$1,279,982	23,765	+47.8%	Shares	Sole	2025-02-13
2024-09-30	$929,205	16,079	-25.0%	Shares	Sole	2024-11-14
2024-06-30	$1,050,952	21,448	+4.6%	Shares	Sole	2024-08-15
2024-03-31	$1,008,591	20,504	-32.6%	Shares	Other	2024-05-09
2023-12-31	$1,430,257	30,431	+153.0%	Shares	Sole	2024-03-06
2023-09-30	$537,200	12,026	-22.0%	Shares	Other	2023-11-03
2023-06-30	$798,808	15,424	-5.9%	Shares	Other	2023-08-11
2023-03-31	$916,868	16,399	+328.4%	Shares	Other	2023-05-02
2022-12-31	$234,732	3,828	—	Shares	Other	2023-02-15
No filing history on record for this holder in this stock.