Farther Finance Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 1992825 SAN FRANCISCO, CA

Position in D

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$3,205,057

+$129,903 QoQ

Shares Held

51,845

-1.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $66,060,486 across 40 Utilities - Regulated Electric names. D ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	127,058	$12,263,638
2	NEE	Nextera Energy Inc	126,800	$11,777,184
3	DUK	Duke Energy CORP	61,488	$8,051,238
4	AEP	American Electric Power Co Inc	25,609	$3,356,827
5	D	Dominion Energy, Inc This page	51,845	$3,205,057
6	ETR	Entergy Corp /De/	20,231	$2,273,155
7	ED	Consolidated Edison Inc	18,331	$2,074,702
8	XEL	Xcel Energy Inc	23,003	$1,827,358

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,205,057	51,845	-1.2%	Shares	Sole	2026-04-07
2025-12-31	$3,075,154	52,486	+91.0%	Shares	Sole	2026-01-23
2025-09-30	$1,680,706	27,476	+111.9%	Shares	Sole	2025-10-14
2025-06-30	$732,894	12,967	+7.3%	Shares	Sole	2025-07-11
2025-03-31	$677,830	12,089	+114.8%	Shares	Sole	2025-04-14
2024-12-31	$303,070	5,627	-6.1%	Shares	Sole	2025-02-10
2024-09-30	$346,451	5,995	+16.3%	Shares	Sole	2024-10-29
2024-06-30	$252,546	5,154	+14.8%	Shares	Sole	2024-07-31
2024-03-31	$220,813	4,489	+8.9%	Shares	Sole	2024-05-14
2023-12-31	$193,828	4,124	+128.7%	Shares	Sole	2024-02-15
2023-09-30	$80,540	1,803	+63.6%	Shares	Sole	2023-11-14
2023-06-30	$57,072	1,102	+96.8%	Shares	Sole	2024-05-14
2023-03-31	$31,309	560	+93.8%	Shares	Sole	2024-05-14
2022-12-31	$17,721	289	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.