KINGSWOOD WEALTH ADVISORS, LLC

Position in D — Dominion Energy, Inc

CIK 1987855 SAN DIEGO, CA

Position in D

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$939,124

+$250,635 QoQ

Shares Held

13,752

+23.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#638

of 1,537 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $27,980,578 across 15 Utilities - Regulated Electric names. D ranks #6 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	113,334	$9,947,325
2	SO	Southern Co	74,037	$7,086,081
3	DUK	Duke Energy CORP	27,047	$3,423,609
4	AEP	American Electric Power Co Inc	16,620	$2,273,782
5	ETR	Entergy Corp /De/	11,584	$1,330,538
6	D	Dominion Energy, Inc This page	13,752	$939,124
7	ED	Consolidated Edison Inc	5,172	$572,178
8	NGG	National Grid PLC	6,122	$507,330

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$939,124	13,752	+23.5%	Shares	Sole	2026-07-27
2026-03-31	$688,489	11,137	-1.9%	Shares	Sole	2026-04-28
2025-12-31	$665,348	11,356	+13.3%	Shares	Sole	2026-01-28
2025-09-30	$612,862	10,019	+0.9%	Shares	Sole	2025-10-23
2025-06-30	$561,017	9,926	+0.2%	Shares	Sole	2025-07-23
2025-03-31	$555,485	9,907	+4.3%	Shares	Sole	2025-07-25
2024-12-31	$511,454	9,496	-43.9%	Shares	Sole	2025-01-22
2024-09-30	$978,962	16,940	+32.6%	Shares	Sole	2024-10-21
2024-06-30	$625,975	12,775	+23.5%	Shares	Sole	2024-07-09
2024-03-31	$508,722	10,342	+48.7%	Shares	Sole	2024-04-15
2023-12-31	$326,885	6,955	-16.2%	Shares	Sole	2024-01-16
2023-09-30	$370,671	8,298	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.