BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in D — Dominion Energy, Inc
CIK 2010186
CINCINNATI, OH
Position in D
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$186,636
+$19,722 QoQ
Shares Held
2,733
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,221
of 1,533 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $188,467,826 across 30 Utilities - Regulated Electric names. D ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,165,321 | $102,280,224 | |
| 2 | DUK |
Duke Energy CORP
|
580,535 | $73,484,120 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
76,919 | $8,981,831 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,088 | $1,106,519 | |
| 5 | SO |
Southern Co
|
9,624 | $921,113 | |
| 6 | ETR |
Entergy Corp /De/
|
6,582 | $756,008 | |
| 7 | AEE |
Ameren Corp
|
1,755 | $198,385 | |
| 8 | D |
Dominion Energy, Inc
This page
|
2,733 | $186,636 |
All Filings in D
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,636 | 2,733 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $166,914 | 2,700 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $157,724 | 2,692 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $152,863 | 2,499 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $137,400 | 2,431 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $136,362 | 2,432 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $175,799 | 3,264 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $345,930 | 5,986 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $293,314 | 5,986 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $298,091 | 6,060 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $286,982 | 6,106 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $295,090 | 6,606 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $406,499 | 7,849 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $364,477 | 6,519 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $481,607 | 7,854 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $554,745 | 8,027 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $642,709 | 8,053 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $680,269 | 8,006 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $654,483 | 8,331 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $597,376 | 8,181 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $878,499 | 11,941 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $854,929 | 11,255 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,020,764 | 13,574 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $1,737,249 | 22,010 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,580,655 | 19,471 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $1,413,047 | 19,574 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||