Centurion Wealth Management LLC

Position in D — Dominion Energy, Inc

CIK 1951368 Mclean, VA

Position in D

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$359,068

-$53,951 QoQ

Shares Held

5,258

-21.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#961

of 1,537 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Centurion Wealth Management LLC holds $1,601,888 across 3 Utilities - Regulated Electric names. D ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	10,181	$893,586
2	D	Dominion Energy, Inc This page	5,258	$359,068
3	DUK	Duke Energy CORP	2,759	$349,234

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,068	5,258	-21.3%	Shares	Sole	2026-07-09
2026-03-31	$413,019	6,681	-1.9%	Shares	Sole	2026-04-13
2025-12-31	$398,997	6,810	-0.4%	Shares	Sole	2026-01-14
2025-09-30	$418,341	6,839	+5.2%	Shares	Sole	2025-10-09
2025-06-30	$367,606	6,504	+1.1%	Shares	Sole	2025-07-07
2025-03-31	$360,698	6,433	0.0%	Shares	Sole	2025-04-16
2024-12-31	$346,481	6,433	-19.5%	Shares	Sole	2025-02-10
2024-09-30	$461,626	7,988	-18.8%	Shares	Sole	2024-11-07
2024-03-31	$483,980	9,839	+4.1%	Shares	Sole	2024-04-30
2023-12-31	$444,103	9,449	+0.6%	Shares	Sole	2024-01-25
2023-09-30	$419,361	9,388	-2.3%	Shares	Sole	2023-11-01
2023-06-30	$497,494	9,606	+1.6%	Shares	Sole	2023-07-21
2023-03-31	$528,517	9,453	+3.1%	Shares	Sole	2023-05-10
2022-12-31	$562,427	9,172	—	Shares	Sole	2023-02-23
No filing history on record for this holder in this stock.