Beverly Hills Private Wealth, LLC

Position in D — Dominion Energy, Inc

CIK 1965710 BEVERLY HILLS, CA

Position in D

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$744,634

-$1,597,663 QoQ

Shares Held

10,904

-71.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#707

of 1,535 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $2,172,577 across 4 Utilities - Regulated Electric names. D ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	10,904	$744,634
2	WEC	Wec Energy Group, Inc.	5,294	$618,180
3	NEE	Nextera Energy Inc	6,822	$598,766
4	ETR	Entergy Corp /De/	1,837	$210,997

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$744,634	10,904	-71.2%	Shares	Sole	2026-08-07
2026-03-31	$2,342,297	37,889	+22.7%	Shares	Sole	2026-05-04
2025-12-31	$1,809,083	30,877	-0.9%	Shares	Sole	2026-02-17
2025-09-30	$1,906,117	31,161	-3.4%	Shares	Sole	2025-11-10
2025-06-30	$1,823,674	32,266	+13.2%	Shares	Sole	2025-07-29
2025-03-31	$1,598,611	28,511	+3.7%	Shares	Sole	2025-04-30
2024-12-31	$1,480,987	27,497	+10.2%	Shares	Sole	2025-02-14
2024-09-30	$1,442,552	24,962	-23.1%	Shares	Sole	2024-11-12
2024-06-30	$1,590,491	32,459	-2.5%	Shares	Sole	2024-08-08
2024-03-31	$1,638,075	33,301	+68.6%	Shares	Sole	2024-05-09
2023-12-31	$928,579	19,757	-45.7%	Shares	Sole	2024-01-30
2023-09-30	$1,624,200	36,360	-50.4%	Shares	Sole	2023-11-08
2023-06-30	$3,796,724	73,310	+104.2%	Shares	Sole	2023-08-10
2023-03-31	$2,007,169	35,900	+27.5%	Shares	Sole	2023-05-04
2022-12-31	$1,726,587	28,157	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.