CJM Wealth Advisers, Ltd.

Position in D — Dominion Energy, Inc

CIK 1992748 FALLS CHURCH, VA

Position in D

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$295,832

+$16,839 QoQ

Shares Held

4,332

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,028

of 1,537 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CJM Wealth Advisers, Ltd. holds $1,532,072 across 2 Utilities - Regulated Electric names. D ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc	14,085	$1,236,240
2	D	Dominion Energy, Inc This page	4,332	$295,832

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,832	4,332	-4.0%	Shares	Sole	2026-07-17
2026-03-31	$278,993	4,513	+5.1%	Shares	Sole	2026-04-13
2025-12-31	$251,468	4,292	-1.7%	Shares	Sole	2026-01-23
2025-09-30	$267,007	4,365	+0.5%	Shares	Sole	2025-10-14
2025-06-30	$245,522	4,344	+0.6%	Shares	Sole	2025-07-14
2025-03-31	$242,054	4,317	+0.5%	Shares	Sole	2025-04-14
2024-12-31	$231,274	4,294	-8.7%	Shares	Sole	2025-01-10
2024-09-30	$271,844	4,704	+6.1%	Shares	Sole	2024-10-03
2024-06-30	$217,217	4,433	-6.3%	Shares	Sole	2024-07-09
2024-03-31	$232,619	4,729	-6.1%	Shares	Sole	2024-04-09
2023-12-31	$236,739	5,037	+0.2%	Shares	Sole	2024-01-19
2023-09-30	$224,645	5,029	+38.3%	Shares	Sole	2023-10-26
2023-03-31	$203,232	3,635	+0.2%	Shares	Sole	2023-09-15
2022-12-31	$222,468	3,628	+0.2%	Shares	Sole	2023-09-15
2022-09-30	$250,247	3,621	-1.7%	Shares	Sole	2023-09-15
2022-06-30	$293,860	3,682	+2.4%	Shares	Sole	2023-09-15
2022-03-31	$305,382	3,594	—	Shares	Sole	2023-09-15
No filing history on record for this holder in this stock.