Concurrent Investment Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 2001015 Tampa, FL

Position in D

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

Position Value

$2,507,403

+$447,129 QoQ

Shares Held

36,717

+10.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#401

of 1,535 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $99,066,930 across 25 Utilities - Regulated Electric names. D ranks #8 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	308,514	$27,078,273
2	DUK	Duke Energy CORP	113,610	$14,380,753
3	SO	Southern Co	115,357	$11,040,817
4	ES	Eversource Energy	108,262	$7,824,093
5	AEP	American Electric Power Co Inc	52,617	$7,198,531
6	WEC	Wec Energy Group, Inc.	43,087	$5,031,268
7	AEE	Ameren Corp	40,028	$4,524,764
8	D	Dominion Energy, Inc This page	36,717	$2,507,403

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,507,403	36,717	+10.2%	Shares	Sole	2026-07-27
2026-03-31	$2,060,274	33,327	+1.2%	Shares	Sole	2026-04-21
2025-12-31	$1,929,368	32,930	+10.3%	Shares	Sole	2026-01-29
2025-09-30	$1,826,230	29,855	+0.9%	Shares	Sole	2025-10-27
2025-06-30	$1,671,861	29,580	-16.8%	Shares	Sole	2025-07-25
2025-03-31	$1,992,615	35,538	+5.7%	Shares	Sole	2025-04-29
2024-12-31	$1,811,634	33,636	-4.9%	Shares	Sole	2025-02-03
2024-09-30	$2,044,899	35,385	+1.7%	Shares	Sole	2024-10-30
2024-06-30	$1,704,318	34,782	+55.9%	Shares	Sole	2024-07-30
2024-03-31	$1,097,281	22,307	-5.1%	Shares	Sole	2024-05-07
2023-12-31	$1,105,064	23,512	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.