DAYMARK WEALTH PARTNERS, LLC

Position in D — Dominion Energy, Inc

CIK 1956824 CINCINNATI, OH

Position in D

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,173,495

+$353,639 QoQ

Shares Held

17,184

+29.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#573

of 1,535 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

DAYMARK WEALTH PARTNERS, LLC holds $25,382,309 across 18 Utilities - Regulated Electric names. D ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	66,221	$5,812,217
2	DUK	Duke Energy CORP	44,305	$5,608,126
3	SO	Southern Co	39,337	$3,764,944
4	FE	Firstenergy Corp	72,829	$3,462,290
5	D	Dominion Energy, Inc This page	17,184	$1,173,495
6	ES	Eversource Energy	9,745	$704,271
7	AEP	American Electric Power Co Inc	5,041	$689,659
8	ED	Consolidated Edison Inc	6,046	$668,868

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,173,495	17,184	+29.6%	Shares	Sole	2026-07-31
2026-03-31	$819,856	13,262	-24.1%	Shares	Sole	2026-05-11
2025-12-31	$1,023,274	17,465	-6.0%	Shares	Sole	2026-01-12
2025-09-30	$1,136,171	18,574	+2.7%	Shares	Sole	2025-10-22
2025-06-30	$1,021,938	18,081	-5.4%	Shares	Sole	2025-08-04
2025-03-31	$1,072,002	19,119	-4.3%	Shares	Sole	2025-04-23
2024-12-31	$1,076,499	19,987	+68.3%	Shares	Sole	2025-01-17
2024-09-30	$686,429	11,878	-2.2%	Shares	Sole	2024-10-08
2024-06-30	$595,154	12,146	+14.8%	Shares	Sole	2024-08-14
2024-03-31	$520,626	10,584	+4.3%	Shares	Sole	2024-04-10
2023-12-31	$477,144	10,152	-2.8%	Shares	Sole	2024-01-09
2023-09-30	$466,533	10,444	+1.0%	Shares	Sole	2023-10-10
2023-06-30	$535,405	10,338	+71.9%	Shares	Sole	2023-07-19
2023-03-31	$336,298	6,015	+8.0%	Shares	Sole	2023-04-20
2022-12-31	$341,613	5,571	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.