TRAPHAGEN INVESTMENT ADVISORS LLC

Position in D — Dominion Energy, Inc

CIK 2023380 ORADELL, NJ

Position in D

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$267,150

+$57,215 QoQ

Shares Held

3,912

+14.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,075

of 1,537 holders

Holding Since

Sep 2025

2 quarters on record

Utilities · as of Jun 30, 2026

TRAPHAGEN INVESTMENT ADVISORS LLC holds $6,938,539 across 4 Utilities - Regulated Electric names. D ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	60,180	$4,884,208
2	ED	Consolidated Edison Inc	11,674	$1,291,494
3	DUK	Duke Energy CORP	3,916	$495,687
4	D	Dominion Energy, Inc This page	3,912	$267,150

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,150	3,912	+14.0%	Shares	Sole	2026-07-16
2025-09-30	$209,935	3,432	—	Shares	Sole	2025-10-07
No filing history on record for this holder in this stock.