Envestnet Portfolio Solutions, Inc.

Position in D — Dominion Energy, Inc

CIK 1998033 BERWYN, PA

Position in D

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$217,981

-$14,029 QoQ

Shares Held

3,192

-14.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,179

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

Envestnet Portfolio Solutions, Inc. holds $112,914,770 across 24 Utilities - Regulated Electric names. D ranks #24 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	202,714	$25,659,538
2	FE	Firstenergy Corp	358,788	$17,056,781
3	EVRG	Evergy, Inc.	182,423	$15,766,819
4	EXC	Exelon Corp	308,405	$14,377,841
5	NEE	Nextera Energy Inc	129,364	$11,354,278
6	SO	Southern Co	60,081	$5,750,352
7	WEC	Wec Energy Group, Inc.	36,702	$4,285,692
8	AEP	American Electric Power Co Inc	20,742	$2,837,713

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,981	3,192	-14.9%	Shares	Sole	2026-07-20
2026-03-31	$232,010	3,753	-47.3%	Shares	Sole	2026-04-29
2025-12-31	$417,336	7,123	+6.6%	Shares	Sole	2026-02-06
2025-09-30	$408,799	6,683	-31.6%	Shares	Sole	2025-10-30
2025-06-30	$551,861	9,764	-10.3%	Shares	Sole	2025-07-25
2025-03-31	$610,434	10,887	-56.1%	Shares	Sole	2025-04-21
2024-12-31	$1,334,489	24,777	-44.7%	Shares	Sole	2025-02-10
2024-09-30	$2,590,321	44,823	-54.9%	Shares	Sole	2024-10-31
2024-06-30	$4,870,747	99,403	-7.3%	Shares	Sole	2024-07-16
2024-03-31	$5,275,824	107,254	+0.3%	Shares	Sole	2024-05-06
2023-12-31	$5,027,778	106,974	-1.1%	Shares	Sole	2024-02-07
2023-09-30	$4,833,428	108,203	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.