International Private Wealth Advisors LLC

Position in D — Dominion Energy, Inc

CIK 2022637 SAN DIEGO, CA

Position in D

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$375,936

-$73,619 QoQ

Shares Held

5,505

-24.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#943

of 1,536 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

International Private Wealth Advisors LLC holds $5,349,689 across 12 Utilities - Regulated Electric names. D ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	10,170	$1,391,357
2	WEC	Wec Energy Group, Inc.	3,986	$465,445
3	CMS	Cms Energy Corp	5,549	$424,498
4	ES	Eversource Energy	5,373	$388,306
5	D	Dominion Energy, Inc This page	5,505	$375,936
6	LNT	Alliant Energy Corp	4,781	$364,742
7	EIX	Edison International	4,677	$348,202
8	OGE	Oge Energy Corp.	7,099	$345,437

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,936	5,505	-24.3%	Shares	Sole	2026-08-07
2026-03-31	$449,555	7,272	+16.1%	Shares	Sole	2026-04-21
2025-12-31	$367,007	6,264	-0.3%	Shares	Sole	2026-01-14
2025-09-30	$384,269	6,282	-10.7%	Shares	Sole	2025-11-06
2025-06-30	$397,505	7,033	-1.6%	Shares	Sole	2025-07-11
2025-03-31	$400,732	7,147	+8.7%	Shares	Sole	2025-04-14
2024-12-31	$353,967	6,572	+2.3%	Shares	Sole	2025-01-29
2024-09-30	$371,416	6,427	-5.3%	Shares	Sole	2024-11-06
2024-06-30	$332,416	6,784	+1.3%	Shares	Sole	2024-07-31
2024-03-31	$329,277	6,694	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.