Plan Group Financial, LLC

Position in D — Dominion Energy, Inc

CIK 1940033 OKLAHOMA CITY, OK

Position in D

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,147,759

+$675,640 QoQ

Shares Held

46,094

+15.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#361

of 1,535 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Plan Group Financial, LLC holds $17,910,569 across 8 Utilities - Regulated Electric names. D ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	37,485	$3,587,689
2	AEP	American Electric Power Co Inc	26,185	$3,582,369
3	D	Dominion Energy, Inc This page	46,094	$3,147,759
4	DUK	Duke Energy CORP	24,369	$3,084,628
5	PPL	PPL Corp	81,333	$2,956,454
6	OGE	Oge Energy Corp.	15,000	$729,900
7	EIX	Edison International	7,403	$551,153
8	AEE	Ameren Corp	2,394	$270,617

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,147,759	46,094	+15.3%	Shares	Sole	2026-08-03
2026-03-31	$2,472,119	39,989	+10.8%	Shares	Sole	2026-04-13
2025-12-31	$2,114,454	36,089	+6.8%	Shares	Sole	2026-02-03
2025-09-30	$2,067,178	33,794	+16.4%	Shares	Sole	2025-10-27
2025-06-30	$1,640,323	29,022	+16.3%	Shares	Sole	2025-08-13
2025-03-31	$1,399,507	24,960	+55.5%	Shares	Sole	2025-05-09
2024-12-31	$864,399	16,049	+8.4%	Shares	Sole	2025-01-31
2024-09-30	$855,292	14,800	+12.8%	Shares	Sole	2024-10-22
2024-06-30	$642,733	13,117	+118.6%	Shares	Sole	2024-08-05
2024-03-31	$295,189	6,001	+130.6%	Shares	Sole	2024-04-26
2022-06-30	$207,665	2,602	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.