INSIGNEO ADVISORY SERVICES, LLC

Position in D — Dominion Energy, Inc

CIK 1964958 MIAMI, FL

Position in D

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$873,496

+$121,271 QoQ

Shares Held

12,791

+5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#657

of 1,537 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Utilities · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $5,717,533 across 8 Utilities - Regulated Electric names. D ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	23,083	$2,025,994
2	DUK	Duke Energy CORP	10,289	$1,302,381
3	D	Dominion Energy, Inc This page	12,791	$873,496
4	SO	Southern Co	6,353	$608,045
5	CNP	Centerpoint Energy Inc	7,436	$327,481
6	DTE	Dte Energy Co	2,007	$305,806
7	WEC	Wec Energy Group, Inc.	1,743	$203,530
8	IMSR	Terrestrial Energy Inc. /DE/	10,000	$70,800

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$873,496	12,791	+5.1%	Shares	Sole	2026-08-14
2026-03-31	$752,225	12,168	+16.6%	Shares	Sole	2026-05-12
2025-12-31	$611,562	10,438	-1.1%	Shares	Sole	2026-02-12
2025-09-30	$645,771	10,557	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$605,103	10,706	+21.1%	Shares	Sole	2025-08-12
2025-03-31	$495,602	8,839	+1.3%	Shares	Sole	2025-04-18
2024-12-31	$469,820	8,723	-7.3%	Shares	Sole	2025-02-13
2024-09-30	$544,092	9,415	-7.7%	Shares	Sole	2024-11-15
2024-06-30	$499,849	10,201	-9.4%	Shares	Sole	2024-08-14
2024-03-31	$554,026	11,263	-10.9%	Shares	Sole	2024-05-15
2023-12-31	$594,362	12,646	+7.7%	Shares	Sole	2024-02-14
2023-09-30	$524,515	11,742	+7.7%	Shares	Sole	2023-11-14
2023-06-30	$564,614	10,902	+81.3%	Shares	Sole	2023-08-14
2023-03-31	$336,130	6,012	+6.2%	Shares	Sole	2023-05-11
2022-12-31	$347,132	5,661	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.