Balboa Wealth Partners

Position in D — Dominion Energy, Inc

CIK 1929008 SCOTTSDALE, AZ

Position in D

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

Position Value

$479,464

+$57,790 QoQ

Shares Held

7,021

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#855

of 1,533 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Balboa Wealth Partners holds $4,207,974 across 6 Utilities - Regulated Electric names. D ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,590	$1,467,062
2	SO	Southern Co	11,301	$1,081,618
3	D	Dominion Energy, Inc This page	7,021	$479,464
4	EVRG	Evergy, Inc.	5,338	$461,363
5	ED	Consolidated Edison Inc	3,655	$404,352
6	AEP	American Electric Power Co Inc	2,296	$314,115

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$479,464	7,021	+2.9%	Shares	Sole	2026-08-10
2026-03-31	$421,674	6,821	+20.8%	Shares	Sole	2026-04-16
2025-12-31	$330,916	5,648	-21.9%	Shares	Sole	2026-01-16
2025-09-30	$442,136	7,228	+57.3%	Shares	Sole	2025-11-06
2025-06-30	$259,652	4,594	+15.3%	Shares	Sole	2025-07-29
2025-03-31	$223,382	3,984	—	Shares	Sole	2025-04-23
No filing history on record for this holder in this stock.