Cassaday & Co Wealth Management LLC

Position in D — Dominion Energy, Inc

CIK 1963612 MCLEAN, VA

Position in D

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,983,619

+$137,489 QoQ

Shares Held

29,047

-2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#450

of 1,533 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $8,781,343 across 22 Utilities - Regulated Electric names. D ranks #1 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	29,047	$1,983,619
2	NEE	Nextera Energy Inc	16,440	$1,442,938
3	DUK	Duke Energy CORP	9,450	$1,196,181
4	SO	Southern Co	12,313	$1,178,477
5	AEP	American Electric Power Co Inc	4,829	$660,655
6	OGE	Oge Energy Corp.	7,422	$361,154
7	PEG	Public Service Enterprise Group Inc	3,786	$307,271
8	EXC	Exelon Corp	6,167	$287,505

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,983,619	29,047	-2.7%	Shares	Sole	2026-08-10
2026-03-31	$1,846,130	29,863	+7.3%	Shares	Sole	2026-05-07
2025-12-31	$1,631,204	27,841	-2.4%	Shares	Sole	2026-02-03
2025-09-30	$1,745,057	28,528	+5.5%	Shares	Sole	2025-11-07
2025-06-30	$1,528,244	27,039	+2.1%	Shares	Sole	2025-08-05
2025-03-31	$1,485,238	26,489	-0.4%	Shares	Sole	2025-05-05
2024-12-31	$1,433,106	26,608	-5.8%	Shares	Sole	2025-02-03
2024-09-30	$1,632,567	28,250	-5.7%	Shares	Sole	2024-11-07
2024-06-30	$1,468,040	29,960	-1.8%	Shares	Sole	2024-07-30
2024-03-31	$1,500,098	30,496	-6.4%	Shares	Sole	2024-05-08
2023-12-31	$1,531,072	32,576	-0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,455,437	32,582	-4.4%	Shares	Sole	2023-11-06
2023-06-30	$1,765,935	34,098	-2.0%	Shares	Sole	2023-08-07
2023-03-31	$1,944,605	34,781	-0.6%	Shares	Sole	2023-05-03
2022-12-31	$2,145,157	34,983	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.