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Moran Wealth Management, LLC

Position in D — Dominion Energy, Inc

CIK 1965334 Naples, FL

Position in D

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$254,636
New position
Shares Held
4,119
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 95% Shared 5% None 0%

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Moran Wealth Management, LLC holds $4,740,727 across 2 Utilities - Regulated Electric names.

# Ticker Company Shares Value (USD) Open

All Filings in D

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $254,636 4,119