Pathstone Holdings, LLC

Position in D — Dominion Energy, Inc

CIK 2011612 ENGLEWOOD, NJ

Position in D

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$25,349,452

+$3,080,034 QoQ

Shares Held

371,203

+3.0% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#131

of 1,542 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Utilities · as of Jun 30, 2026

Pathstone Holdings, LLC holds $172,431,928 across 33 Utilities - Regulated Electric names. D ranks #1 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	371,203	$25,349,452
2	NEE	Nextera Energy Inc	286,279	$25,126,706
3	SO	Southern Co	141,796	$13,571,293
4	DUK	Duke Energy CORP	105,398	$13,341,278
5	NGG	National Grid PLC	136,087	$11,277,528
6	AEP	American Electric Power Co Inc	72,619	$9,935,004
7	XEL	Xcel Energy Inc	88,355	$7,094,906
8	EXC	Exelon Corp	120,403	$5,613,187

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,349,452	371,203	+3.0%	Shares	Defined	2026-08-13
2026-03-31	$22,269,418	360,230	+1.0%	Shares	Defined	2026-05-11
2025-12-31	$20,896,649	356,659	-0.3%	Shares	Sole	2026-02-13
2025-09-30	$21,880,691	357,703	+2.3%	Shares	Sole	2025-11-13
2025-06-30	$19,757,469	349,566	+1.6%	Shares	Defined	2025-08-12
2025-03-31	$19,294,414	344,113	+2.7%	Shares	Sole	2025-05-15
2024-12-31	$18,053,709	335,197	-0.8%	Shares	Other	2025-02-14
2024-09-30	$19,533,077	338,001	+2.7%	Shares	Defined	2024-11-07
2024-06-30	$16,133,985	329,265	+3.0%	Shares	Other	2024-08-14
2024-03-31	$15,731,207	319,805	-0.6%	Shares	Other	2024-05-13
2023-12-31	$15,117,503	321,649	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.