Fonville Wealth Management LLC

Position in D — Dominion Energy, Inc

CIK 2008703 RICHMOND, VA

Position in D

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$267,628

+$26,160 QoQ

Shares Held

3,919

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,074

of 1,537 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Fonville Wealth Management LLC holds $1,244,359 across 4 Utilities - Regulated Electric names. D ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	5,296	$506,880
2	D	Dominion Energy, Inc This page	3,919	$267,628
3	NEE	Nextera Energy Inc	2,888	$253,479
4	PEG	Public Service Enterprise Group Inc	2,666	$216,372

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,628	3,919	+0.3%	Shares	Sole	2026-07-28
2026-03-31	$241,468	3,906	—	Shares	Sole	2026-04-20
No filing history on record for this holder in this stock.