True Wealth Design, LLC

Position in D — Dominion Energy, Inc

CIK 1966033 AKRON, OH

Position in D

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$17,277

+$4,790 QoQ

Shares Held

253

+25.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,411

of 1,537 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

True Wealth Design, LLC holds $2,518,337 across 37 Utilities - Regulated Electric names. D ranks #23 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,714	$413,747
2	EIX	Edison International	5,246	$390,564
3	PCG	PG&E Corp	22,007	$370,157
4	ES	Eversource Energy	3,131	$226,277
5	DTE	Dte Energy Co	701	$106,811
6	ED	Consolidated Edison Inc	947	$104,766
7	DUK	Duke Energy CORP	817	$103,415
8	XEL	Xcel Energy Inc	978	$78,533

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,277	253	+25.2%	Shares	Sole	2026-07-16
2026-03-31	$12,487	202	-3.3%	Shares	Sole	2026-04-13
2025-12-31	$12,245	209	-4.1%	Shares	Sole	2026-01-08
2025-09-30	$13,335	218	0.0%	Shares	Sole	2025-10-21
2025-06-30	$12,321	218	+31.3%	Shares	Sole	2025-08-06
2025-03-31	$9,307	166	+137.1%	Shares	Sole	2025-05-13
2024-12-31	$3,770	70	-93.5%	Shares	Sole	2025-02-14
2024-09-30	$61,893	1,071	+8138.5%	Shares	Sole	2024-11-14
2024-06-30	$637	13	0.0%	Shares	Sole	2024-08-14
2024-03-31	$639	13	-98.7%	Shares	Sole	2024-05-14
2023-12-31	$47,376	1,008	0.0%	Shares	Sole	2024-02-14
2023-09-30	$45,027	1,008	0.0%	Shares	Sole	2023-11-13
2023-06-30	$52,204	1,008	0.0%	Shares	Sole	2023-08-14
2023-03-31	$56,357	1,008	0.0%	Shares	Sole	2023-05-12
2022-12-31	$61,810	1,008	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.