BEACON INVESTMENT ADVISORS LLC

Position in D — Dominion Energy, Inc

CIK 1961635 Gaithersburg, MD

Position in D

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$506,028

+$48,560 QoQ

Shares Held

7,410

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#833

of 1,537 holders

Holding Since

Dec 2022

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $1,960,690 across 4 Utilities - Regulated Electric names. D ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	7,291	$697,821
2	D	Dominion Energy, Inc This page	7,410	$506,028
3	DUK	Duke Energy CORP	3,291	$416,574
4	WEC	Wec Energy Group, Inc.	2,914	$340,267

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,028	7,410	+0.1%	Shares	Sole	2026-08-13
2026-03-31	$457,468	7,400	+0.2%	Shares	Sole	2026-05-14
2025-12-31	$432,745	7,386	+80.0%	Shares	Sole	2026-02-17
2023-03-31	$229,398	4,103	-0.2%	Shares	Sole	2023-05-12
2022-12-31	$252,025	4,110	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.