CATALYST FINANCIAL PARTNERS LLC

Position in D — Dominion Energy, Inc

CIK 1927537 BOSTON, MA

Position in D

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$681,397

-$7,277 QoQ

Shares Held

9,978

-10.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#736

of 1,537 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $6,733,351 across 13 Utilities - Regulated Electric names. D ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	10,209	$1,129,421
2	NEE	Nextera Energy Inc	12,052	$1,057,804
3	DUK	Duke Energy CORP	7,920	$1,002,513
4	D	Dominion Energy, Inc This page	9,978	$681,397
5	SO	Southern Co	6,300	$602,973
6	EXC	Exelon Corp	12,172	$567,458
7	AEP	American Electric Power Co Inc	2,497	$341,614
8	ES	Eversource Energy	3,810	$275,348

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$681,397	9,978	-10.4%	Shares	Sole	2026-07-30
2026-03-31	$688,674	11,140	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$651,813	11,125	+11.6%	Shares	Sole	2026-02-04
2025-09-30	$609,559	9,965	+11.6%	Shares	Sole	2025-11-12
2025-06-30	$504,554	8,927	+17.0%	Shares	Sole	2025-08-14
2025-03-31	$427,982	7,633	-0.8%	Shares	Sole	2025-05-02
2024-12-31	$414,237	7,691	+10.2%	Shares	Sole	2025-01-30
2024-09-30	$403,489	6,982	-2.8%	Shares	Sole	2024-10-28
2024-06-30	$351,820	7,180	-0.3%	Shares	Sole	2024-07-25
2024-03-31	$354,168	7,200	-4.5%	Shares	Sole	2024-04-23
2023-12-31	$354,333	7,539	-17.4%	Shares	Sole	2024-02-07
2023-09-30	$407,479	9,122	+2.0%	Shares	Sole	2023-10-26
2023-06-30	$463,106	8,942	+25.9%	Shares	Sole	2023-08-02
2023-03-31	$397,240	7,105	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.