Commonwealth Retirement Investments LLC

Pension

Position in D — Dominion Energy, Inc

CIK 1963787 RICHMOND, VA

Position in D

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

Position Value

$825,079

+$74,461 QoQ

Shares Held

12,082

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#677

of 1,537 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Commonwealth Retirement Investments LLC holds $1,349,325 across 7 Utilities - Regulated Electric names. D ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	12,082	$825,079
2	DUK	Duke Energy CORP	2,038	$257,970
3	AEP	American Electric Power Co Inc	1,248	$170,738
4	NEE	Nextera Energy Inc	508	$44,587
5	XEL	Xcel Energy Inc	309	$24,812
6	DTE	Dte Energy Co	150	$22,855
7	EVRG	Evergy, Inc.	38	$3,284

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$825,079	12,082	-0.5%	Shares	Sole	2026-08-03
2026-03-31	$750,618	12,142	+3.5%	Shares	Sole	2026-05-11
2025-12-31	$687,260	11,730	+50.8%	Shares	Sole	2026-02-11
2025-09-30	$475,657	7,776	-8.2%	Shares	Sole	2025-11-04
2025-06-30	$479,007	8,475	+0.1%	Shares	Sole	2025-08-05
2025-03-31	$474,632	8,465	-2.3%	Shares	Sole	2025-05-09
2024-12-31	$466,750	8,666	-2.0%	Shares	Sole	2025-02-04
2024-09-30	$510,805	8,839	+8.3%	Shares	Sole	2024-11-05
2024-06-30	$399,791	8,159	-13.4%	Shares	Sole	2024-08-05
2024-03-31	$463,271	9,418	-0.4%	Shares	Sole	2024-05-03
2023-12-31	$444,526	9,458	-4.4%	Shares	Sole	2024-01-24
2023-09-30	$441,920	9,893	+2.7%	Shares	Sole	2023-11-06
2023-06-30	$498,893	9,633	+1.2%	Shares	Sole	2023-07-24
2023-03-31	$532,375	9,522	+6.8%	Shares	Sole	2023-05-03
2022-12-31	$546,729	8,916	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.