Annis Gardner Whiting Capital Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 1998414 TAMPA, FL

Position in D

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$220,303

+$28,352 QoQ

Shares Held

3,226

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,169

of 1,533 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,738,530 across 6 Utilities - Regulated Electric names. D ranks #5 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,258	$637,034
2	DUK	Duke Energy CORP	4,924	$623,279
3	AEP	American Electric Power Co Inc	4,516	$617,833
4	SO	Southern Co	4,495	$430,216
5	D	Dominion Energy, Inc This page	3,226	$220,303
6	ED	Consolidated Edison Inc	1,897	$209,865

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,303	3,226	+3.9%	Shares	Sole	2026-08-10
2026-03-31	$191,951	3,105	-1.1%	Shares	Sole	2026-05-06
2025-12-31	$183,972	3,140	-9.1%	Shares	Sole	2026-02-09
2025-09-30	$211,220	3,453	+0.4%	Shares	Sole	2025-11-03
2025-06-30	$194,428	3,440	+2.6%	Shares	Sole	2025-08-11
2025-03-31	$187,946	3,352	+7.3%	Shares	Sole	2025-05-09
2024-12-31	$168,258	3,124	-1.8%	Shares	Sole	2025-02-12
2024-09-30	$183,887	3,182	-0.4%	Shares	Sole	2024-11-14
2024-06-30	$156,555	3,195	+0.4%	Shares	Sole	2024-08-12
2024-03-31	$156,522	3,182	+1400.9%	Shares	Sole	2024-05-13
2023-12-31	$9,964	212	+182.7%	Shares	Sole	2024-02-09
2023-09-30	$3,350	75	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.