Compound Planning, Inc.

Position in D — Dominion Energy, Inc

CIK 1978879 NEW YORK, NY

Position in D

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$995,326

+$283,098 QoQ

Shares Held

14,575

+26.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#618

of 1,542 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Compound Planning, Inc. holds $26,296,860 across 27 Utilities - Regulated Electric names. D ranks #7 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	73,527	$6,453,464
2	DUK	Duke Energy CORP	22,987	$2,909,693
3	SO	Southern Co	23,995	$2,296,561
4	ETR	Entergy Corp /De/	16,691	$1,917,128
5	AEP	American Electric Power Co Inc	11,245	$1,538,427
6	NGG	National Grid PLC	15,019	$1,244,623
7	D	Dominion Energy, Inc This page	14,575	$995,326
8	LNT	Alliant Energy Corp	11,769	$897,856

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$995,326	14,575	+26.5%	Shares	Sole	2026-08-04
2026-03-31	$712,228	11,521	-1.6%	Shares	Sole	2026-05-14
2025-12-31	$686,088	11,710	+2.1%	Shares	Defined	2026-02-19
2025-09-30	$701,314	11,465	+25.7%	Shares	Sole	2025-11-10
2025-06-30	$515,688	9,124	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$506,592	9,035	+1.1%	Shares	Sole	2025-05-14
2024-12-31	$481,508	8,940	-7.4%	Shares	Sole	2025-01-17
2024-09-30	$557,673	9,650	+12.2%	Shares	Sole	2024-10-08
2024-06-30	$421,400	8,600	+42.1%	Shares	Sole	2024-07-26
2024-03-31	$297,747	6,053	+31.4%	Shares	Sole	2024-05-07
2023-12-31	$216,576	4,608	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.