Gratus Wealth Advisors, LLC

Position in D — Dominion Energy, Inc

CIK 2022161 VIRGINIA BEACH, VA

Position in D

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,546,260

+$236,294 QoQ

Shares Held

37,286

-0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#397

of 1,533 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Gratus Wealth Advisors, LLC holds $4,507,961 across 5 Utilities - Regulated Electric names. D ranks #1 (56.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	37,286	$2,546,260
2	DUK	Duke Energy CORP	7,279	$921,375
3	SO	Southern Co	5,333	$510,421
4	NEE	Nextera Energy Inc	3,420	$300,173
5	PPL	PPL Corp	6,320	$229,732

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,546,260	37,286	-0.2%	Shares	Sole	2026-07-20
2026-03-31	$2,309,966	37,366	+0.2%	Shares	Sole	2026-05-04
2025-12-31	$2,185,934	37,309	-4.7%	Shares	Sole	2026-02-04
2025-09-30	$2,395,845	39,167	+0.1%	Shares	Sole	2025-10-28
2025-06-30	$2,210,553	39,111	-4.7%	Shares	Sole	2025-07-22
2025-03-31	$2,301,673	41,050	-0.7%	Shares	Sole	2025-05-06
2024-12-31	$2,226,141	41,332	-2.9%	Shares	Sole	2025-02-13
2024-09-30	$2,459,311	42,556	+1.8%	Shares	Sole	2024-10-08
2024-06-30	$2,047,514	41,786	-3.6%	Shares	Sole	2024-07-22
2024-03-31	$2,132,780	43,358	+14.4%	Shares	Sole	2024-05-09
2023-12-31	$1,781,582	37,906	—	Shares	Sole	2024-05-09
No filing history on record for this holder in this stock.