GENESIS PRIVATE WEALTH, LLC

Position in D — Dominion Energy, Inc

CIK 1965529 ASHBURN, VA

Position in D

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

Position Value

$267,833

+$40,460 QoQ

Shares Held

3,922

+6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,070

of 1,533 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

GENESIS PRIVATE WEALTH, LLC holds $1,868,413 across 6 Utilities - Regulated Electric names. D ranks #4 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,516	$445,055
2	FE	Firstenergy Corp	7,176	$341,147
3	SO	Southern Co	3,198	$306,080
4	D	Dominion Energy, Inc This page	3,922	$267,833
5	WEC	Wec Energy Group, Inc.	2,192	$255,959
6	NGG	National Grid PLC	3,045	$252,339

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,833	3,922	+6.6%	Shares	Sole	2026-07-13
2026-03-31	$227,373	3,678	-2.1%	Shares	Sole	2026-04-16
2025-12-31	$220,181	3,758	+3.3%	Shares	Sole	2026-01-08
2025-09-30	$222,597	3,639	—	Shares	Sole	2025-10-08
No filing history on record for this holder in this stock.