Quotient Wealth Partners, LLC

Position in D — Dominion Energy, Inc

CIK 2004904 DALLAS, TX

Position in D

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$445,114

+$56,143 QoQ

Shares Held

6,518

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#884

of 1,537 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $5,807,880 across 8 Utilities - Regulated Electric names. D ranks #6 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	27,768	$2,229,770
2	NEE	Nextera Energy Inc	10,798	$947,740
3	DUK	Duke Energy CORP	4,371	$553,281
4	ED	Consolidated Edison Inc	4,281	$473,607
5	AEP	American Electric Power Co Inc	3,348	$458,039
6	D	Dominion Energy, Inc This page	6,518	$445,114
7	SO	Southern Co	4,455	$426,388
8	ETR	Entergy Corp /De/	2,385	$273,941

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,114	6,518	+3.6%	Shares	Sole	2026-08-03
2026-03-31	$388,971	6,292	+1.1%	Shares	Sole	2026-04-16
2025-12-31	$364,488	6,221	-6.7%	Shares	Sole	2026-01-22
2025-09-30	$408,065	6,671	-14.4%	Shares	Sole	2025-10-10
2025-06-30	$440,573	7,795	+2.4%	Shares	Sole	2025-07-29
2025-03-31	$426,748	7,611	+0.5%	Shares	Sole	2025-04-30
2024-12-31	$407,827	7,572	-1.3%	Shares	Sole	2025-01-28
2024-09-30	$443,249	7,670	-0.9%	Shares	Sole	2024-10-09
2024-06-30	$379,211	7,739	+13.0%	Shares	Sole	2024-07-24
2024-03-31	$336,754	6,846	-28.4%	Shares	Sole	2024-05-14
2023-12-31	$449,696	9,568	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.