Citizens Business Bank

Bank

Position in D — Dominion Energy, Inc

CIK 1948632 ONTARIO, CA

Position in D

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

Position Value

$6,076,306

+$429,111 QoQ

Shares Held

88,978

-2.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#274

of 1,536 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Citizens Business Bank holds $8,791,425 across 5 Utilities - Regulated Electric names. D ranks #1 (69.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	88,978	$6,076,306
2	ETR	Entergy Corp /De/	10,595	$1,216,940
3	SO	Southern Co	8,002	$765,870
4	DUK	Duke Energy CORP	4,090	$517,712
5	NEE	Nextera Energy Inc	2,445	$214,597

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,076,306	88,978	-2.6%	Shares	Other	2026-08-03
2026-03-31	$5,647,195	91,349	-1.8%	Shares	Other	2026-05-01
2025-12-31	$5,447,932	92,984	+4.2%	Shares	Other	2026-02-02
2025-09-30	$5,458,320	89,232	+1.9%	Shares	Sole	2025-11-12
2025-06-30	$4,950,699	87,592	+2.3%	Shares	Sole	2025-07-29
2025-03-31	$4,803,124	85,663	+30.4%	Shares	Sole	2025-05-14
2024-12-31	$3,539,140	65,710	-26.2%	Shares	Sole	2025-02-14
2024-12-31	$1,081,616	20,082	—	Principal	Other	2025-02-14
2024-09-30	$5,146,430	89,054	-2.1%	Shares	Sole	2024-11-19
2024-06-30	$4,459,049	91,001	+404.4%	Shares	Other	2024-08-05
2022-06-30	$1,439,772	18,040	-0.5%	Shares	Sole	2022-11-18
2022-03-31	$1,540,506	18,130	+1.3%	Shares	Sole	2022-11-18
2021-12-31	$1,406,066	17,898	0.0%	Shares	Sole	2022-11-18
2021-09-30	$1,306,911	17,898	+0.8%	Shares	Sole	2022-11-18
2021-06-30	$1,306,676	17,761	-6.5%	Shares	Sole	2022-11-18
2021-03-31	$1,443,315	19,001	-62.0%	Shares	Sole	2022-11-18
2020-12-31	$3,762,932	50,039	-7.2%	Shares	Other	2022-11-18
2020-09-30	$4,256,615	53,929	+13.5%	Shares	Sole	2022-11-18
2020-06-30	$3,856,536	47,506	+2.9%	Shares	Other	2022-11-18
2020-03-31	$3,332,506	46,163	—	Shares	Sole	2022-11-18
No filing history on record for this holder in this stock.