Novak & Powell Financial Services, Inc.

Position in D — Dominion Energy, Inc

CIK 2011548 ST. PETERSBURG, FL

Position in D

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$296,378

+$29,811 QoQ

Shares Held

4,340

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,024

of 1,533 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Novak & Powell Financial Services, Inc. holds $2,770,025 across 6 Utilities - Regulated Electric names. D ranks #5 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	7,220	$624,024
2	DUK	Duke Energy CORP	4,583	$580,116
3	SO	Southern Co	5,925	$567,081
4	NEE	Nextera Energy Inc	5,658	$496,602
5	D	Dominion Energy, Inc This page	4,340	$296,378
6	ES	Eversource Energy	2,848	$205,824

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,378	4,340	+0.6%	Shares	Sole	2026-08-11
2026-03-31	$266,567	4,312	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$250,765	4,280	+0.7%	Shares	Sole	2026-02-10
2025-09-30	$259,911	4,249	-0.9%	Shares	Sole	2025-11-14
2025-06-30	$242,357	4,288	+0.8%	Shares	Sole	2025-08-11
2025-03-31	$238,521	4,254	+0.8%	Shares	Sole	2025-05-15
2024-12-31	$227,289	4,220	+0.8%	Shares	Sole	2025-02-18
2024-09-30	$241,966	4,187	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$203,644	4,156	+0.9%	Shares	Sole	2024-08-15
2024-03-31	$202,662	4,120	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.