Pine Valley Investments Ltd Liability Co

Position in D — Dominion Energy, Inc

CIK 1975417 MARLTON, NJ

Position in D

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$393,145

+$46,953 QoQ

Shares Held

5,757

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#921

of 1,535 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pine Valley Investments Ltd Liability Co holds $11,266,105 across 11 Utilities - Regulated Electric names. D ranks #7 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	57,346	$5,033,258
2	DUK	Duke Energy CORP	18,664	$2,362,489
3	SO	Southern Co	10,537	$1,008,496
4	PEG	Public Service Enterprise Group Inc	7,260	$589,221
5	EXC	Exelon Corp	10,539	$491,328
6	AEE	Ameren Corp	4,030	$455,551
7	D	Dominion Energy, Inc This page	5,757	$393,145
8	WEC	Wec Energy Group, Inc.	2,291	$267,520

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,145	5,757	+2.8%	Shares	Sole	2026-07-24
2026-03-31	$346,192	5,600	0.0%	Shares	Sole	2026-06-08
2025-12-31	$328,104	5,600	0.0%	Shares	Sole	2026-02-13
2025-09-30	$342,552	5,600	0.0%	Shares	Sole	2026-02-17
2025-06-30	$316,512	5,600	-1.1%	Shares	Sole	2026-02-17
2025-03-31	$317,356	5,660	-22.8%	Shares	Sole	2026-02-17
2024-12-31	$394,632	7,327	+35.8%	Shares	Sole	2025-02-04
2024-09-30	$311,892	5,397	+7.2%	Shares	Sole	2024-11-25
2024-06-30	$246,764	5,036	-6.9%	Shares	Sole	2024-07-30
2024-03-31	$266,167	5,411	-15.9%	Shares	Sole	2024-05-08
2023-12-31	$302,398	6,434	-17.8%	Shares	Sole	2024-02-14
2023-09-30	$349,676	7,828	+39.1%	Shares	Sole	2023-11-08
2023-06-30	$291,474	5,628	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.